Access to directories

From PlanFix
Jump to: navigation, search

Access to directories and their subsections is configured by account administrators or authorized employees. It is configured in the Directories section.


sCMyWu.png


Click on the Permissions tab (the key button):


JxekQq.png


and you can view and edit access to a Directory.


Or you can go to the more detailed access settings:


ITVbYu.png


You can see who has access to directory entries by looking at the Has access to entries section. In this same interface, you can view directory entries that the selected employee/group/contact can or cannot access:


ykSXku.png


Grant access by clicking the Add access button:


6xrrQN.png


In the window that opens, you can select a workgroup, employee, or contact and configure their access in greater detail:


cx25oc.png


Access is deleted by clicking the Remove access button (the key) next to the person or group's name:


WXWs4d.png


To edit access, click the row with the group/employee/contact to select it:


qnUedL.png


Once the row has been selected (highlighted in gray) you can grant viewing, editing, or deleting access to entries and groups of entries.


Go To