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  • I am the Office manager for a Non Profit Mentoring Organization.
    We are growing fast and recently I need to give access to people who normally do not get access inorder to track our program.

    I want to Give Certain Users the ability to see everyone in a certain tag.
    The problem is, when I add someone to a tag, it does not roll them over for viewing.
    Right now I am adding permissions using Batching, but is there a way to just auto add once somone goes into a tag. This would be super helpful, instead of me having to go back and add batch permissions all the time. Etc.
  • BPasnauBPasnau March 6
    Unfortunately, there isn't a way to do that.  You will need to continue to do a search for the tag, and then apply the permissions when you add new contacts that you want the basic user(s) to view.