Access tags
Access tags let you customize how people in your company work with proposals, PBS elements, tasks, and library BOEs in BOE Pro. Once you assign a tag to something, users who have a matching tag can see it. This is a fast way to separate proposals and proposal data for your users based on their department, job type, office location, etc.
Access tags work with the Access settings in a proposal. If a tag lets you see and open a proposal, you automatically appear as an authorized user in its Access settings.
Go to the Access Tags page to manage the tags in your system. You can:
- Add new access tags one at a time.
- Quick Add multiple new access tags.
- Edit access tags.
- Delete access tags.
- Assign users to access tags.
The Users page shows which access tags have been assigned to someone. You can also assign tags to people there.
For assistance with BOE Pro, please visit the Deltek Support Center