Setting up directory access: Difference between revisions

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You can view or configure general access settings for a directory in the Permissions tab (the key button):
{{#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):


https://s.pfx.so/pf/1j/jDzgKY.png
==Interface for setting up permissions==
You can configure access:
*By clicking employee or group names
*By using the "Manage" button
Access permissions settings:


<screenshot>
https://s.pfx.so/pf/mG/ehSTLT.png


==Interface for setting up permissions==
You can configure access by clicking on the employee or group name, or by clicking on the '''Manage access''' button:


<screenshot>
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.
   
   
You can grant [[Setting up viewing access to entries or groups of entries | viewing]], adding, or [[Setting up edit/delete access to entries or groups of entries | editing/deleting]] access to directory entries.




==Configuring permissions==
== Go To ==
 
*[[Access to directories]]
 
*[[Directories]]
<screenshot>
*[[Feature Description]]
 
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 entires.

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):

jDzgKY.png

Interface for setting up permissions

You can configure access:

  • By clicking employee or group names
  • By using the "Manage" button

Access permissions settings:

ehSTLT.png


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.


Go To

Retrieved from "http://planfix.com/help/index.php?title=Setting_up_directory_access&oldid=27646"