App Configuration

  1. Go to the “Settings” section. Open the “Integrations” tab:

  1. Go to the “Installed” section:

  1. Open the app:

  1. Click “Add set of limitations”:

  1. Choose one or more employees (or an entire department) to apply restrictions to:

  1. Click on “Tags blocking”:

  1. In the opened window, select the tags that the user will NOT be able to add, remove, or delete on entities:

  1. Click “Save”:

  1. Don’t forget to click “Save” in the app settings:

  1. Now, the user will only see the available tags in the lead card; the rest will be grayed out and unavailable for selection:

  1. If you want the employee to have no access to tag management at all, check the “Complete tags blocking in entities” option and click “Save”:

  1. Don’t forget to click “Save” in the app settings:

  1. Now, all tags will be disabled for the user:

  1. Different tag restrictions can be applied to different users:

  1. To remove these restrictions, click the trash icon in the app settings or simply uncheck the box next to the specific user, and click “Save”: