Access to directories: Difference between revisions
No edit summary |
No edit summary |
||
(15 intermediate revisions by the same user not shown) | |||
Line 1: | Line 1: | ||
Access to directories and their subsections is configured by [[Planfix roles | account administrators]] or [[Granting an employee permission to manage directory access | authorized employees]]. It is configured in the [[Directories]] section. | |||
https://pic.planfix.ru/pf/vi/sCMyWu.png | |||
Click on the '''Permissions tab''' (the key button): | |||
https://pic.planfix.ru/pf/qd/JxekQq.png | |||
and you can view and edit [[Setting up directory access | access to a Directory]]. | |||
Or you can go to the more detailed access settings: | |||
https://pic.planfix.ru/pf/BG/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: | |||
https://pic.planfix.ru/pf/FC/ykSXku.png | |||
Grant access by clicking the '''Add access''' button: | |||
https://pic.planfix.ru/pf/V5/6xrrQN.png | |||
In the window that opens, you can select a workgroup, employee, or contact and configure their access in greater detail: | |||
https://pic.planfix.ru/pf/tM/cx25oc.png | |||
Access is deleted by clicking the Remove access button (the key) next to the person or group's name: | |||
https://pic.planfix.ru/pf/i7/WXWs4d.png | |||
To edit access, click the row with the group/employee/contact to select it: | |||
https://pic.planfix.ru/pf/SO/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== | ==Go To== | ||
*[[Setting up directory access]] | *[[Setting up directory access]] | ||
*[[Setting up viewing access to entries or groups of entries]] | *[[Setting up viewing access to entries or groups of entries]] | ||
*[[Setting up edit/delete access to entries or groups of entries]] | |||
*[[Changing permissions when moving directory entries]] | *[[Changing permissions when moving directory entries]] | ||
*[[Granting an employee permission to manage directory access]] | |||
*[[Directories]] | *[[Directories]] | ||
*[[Feature Description]] | *[[Feature Description]] |
Latest revision as of 19:05, 17 March 2020
Access to directories and their subsections is configured by account administrators or authorized employees. It is configured in the Directories section.
Click on the Permissions tab (the key button):
and you can view and edit access to a Directory.
Or you can go to the more detailed access settings:
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:
Grant access by clicking the Add access button:
In the window that opens, you can select a workgroup, employee, or contact and configure their access in greater detail:
Access is deleted by clicking the Remove access button (the key) next to the person or group's name:
To edit access, click the row with the group/employee/contact to select it:
Once the row has been selected (highlighted in gray) you can grant viewing, editing, or deleting access to entries and groups of entries.