Skip to main content

Creating Tags/Permissions rethink

Feature RequestOther

It'd be helpful if there were something in the system to prevent standard users being able to create new tags on the fly.
We have an agreed-upon list of tags for clients/cases, but users are able to create new ones when tagging a client or case, which generates confusion and admin overhead to remove them.

Also, could reporting be made available to standard users? Our client admin team need create reports, but don't need the other 'perks' that admin permissions grant.

More granularity on user permissions I think is a must.

Posted by Stuart Boyle ·
Status: Accepting Feedback2 comments

Log in to comment and vote

Comments2

  • John Bowden

    •

    Oct 2, 2025

    @Gareth (G) Thompson not just me! 👍

  • Amee Patel

    •

    Apr 15, 2025

    We would also be keen that Tags are centrally managed and controlled - we need to be able to group clients and control how we interact and deal with them.

    Keen to maintain a disciplined, tight and controlled CRM with high quality data. This was our driver for choosing Plannr and not having this feature detracts from the value add.