Tag Permissions

Control who can add or remove tags on conversations and who can create or edit tags. These permissions apply when tags are enabled for your form (Admin → Tags → Show tags in inbox and conversations, or after creating your first tag).

Permission Types

• Add/remove tags on conversations — Lets the team member add and remove tags on any conversation they can access. They cannot create new tags or change tag names/colors unless they also have the manage permission.
• Create and manage tags — Lets the team member create new tags, edit tag names and colors, and delete tags from the Tags page.

How to Set Permissions

1. Go to Settings and open Team (or Team members).
2. When adding a new team member, or when editing an existing one, use the checkboxes:
   • Add/remove tags on conversations
   • Create and manage tags
3. Save. The member’s access applies to all forms in the account (tags are per form, but permissions are account-wide for tag actions).

Summary