Setting up directory access: Difference between revisions
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{{#seo: | |||
|title=Setting up directory access | |||
|titlemode=append | |||
|keywords=planfix, access, directories | |||
|description=Setting up directory access | |||
}} | |||
You can view or configure general access settings for a [[Directories | directory]] in the '''Permissions tab''' (the key button): | You can view or configure general access settings for a [[Directories | directory]] in the '''Permissions tab''' (the key button): | ||
https://s.pfx.so/pf/ | https://s.pfx.so/pf/1j/jDzgKY.png | ||
==Interface for setting up permissions== | ==Interface for setting up permissions== | ||
You can configure access | You can configure access: | ||
*By clicking employee or group names | |||
*By using the "Manage" button | |||
Access permissions settings: | |||
https://s.pfx.so/pf/mG/ehSTLT.png | |||
This interface gives you flexibility when it comes to configuring access. You can grant [[Workgroups | employee groups]], [[employees]], or [[contacts]] access to existing entries, future entries, groups of entries, or directory fields. | This interface gives you flexibility when it comes to configuring access. You can grant [[Workgroups | employee groups]], [[employees]], or [[contacts]] access to existing entries, future entries, groups of entries, or directory fields. | ||
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== Go To == | |||
==Go To== | |||
*[[Access to directories]] | *[[Access to directories]] | ||
*[[Directories]] | *[[Directories]] | ||
*[[Feature Description]] | *[[Feature Description]] | ||
Latest revision as of 15:58, 8 December 2025
You can view or configure general access settings for a directory in the Permissions tab (the key button):
Interface for setting up permissions
You can configure access:
- By clicking employee or group names
- By using the "Manage" button
Access permissions settings:
This interface gives you flexibility when it comes to configuring access. You can grant employee groups, employees, or contacts access to existing entries, future entries, groups of entries, or directory fields.
You can grant viewing, adding, or editing/deleting access to directory entries.