Custom Fields not available to another team member


#1

Hi,

I can see the “Manage Custom Fields” entry in the menu, but my assistant who is part of the same team cannot… Any idea why?

Thanks!


#2

Is your assistant a Guest?


#3

Does not look like it, does it?


#4

Hmm does she have an @templana email? If she isn’t a member of your org or she’s a free user who you’ve managed to add to your team that could be the reason. I don’t want to expose your personal info so feel free to send me a private message and I’ll follow up.


#5

She did not connect with her @templana.com email, that is the reason then?


#6

I suspect that is the reason, yes.