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Manage action detail field editing

Learn how to manage action detail field editing via the web app.

Why manage action detail field editing?

The Actions feature offers a simple way for you and your team to track tasks. However, we understand that you may only want specific users to edit detail fields, such as the description or assignee, for each action. With SafetyCulture, you can manage action detail field editing so that only certain users can edit fields such as the due date, giving action creators the confidence that details won't be changed deliberately or accidentally.

Take note

Manage action detail field editing

  1. Log in to the web app.

  2. Select Actions from the menu on the left-hand side.

  3. Click Settings iconSettings on the top of the page.

  4. Click the fields. Manage action detail field editing via the web app.

  5. In the side panel, choose who can move actions to this status by selecting either All users or Restricted.

  6. If you selected Restricted:

    1. Click the dropdown menu.

    2. Check the boxes of users or groups that should have the ability to move actions to this status.

    3. Click Done in the dropdown menu.

  7. Click Done in the side panel.

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