
Vital CRM
How to allow users or certain accounts to give tags to companies?
1. The system administrator needs to go to [Settings > Account > Roles and Permission]. You can edit the permissions of different roles, including tagging companies.
*Note: The default role of the system is if you have permission to paste tag to customer, then you can alse paste tag to company. The system administrator can customize this role.
2. After saving this role permission, please go to [Settings > Account] to find the employee you want to give permission to, select the user role you set, and save the data.
https://faq.vitalyun.com/EN/CRM#4193