Access to directories: Difference between revisions

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Access to directories and their subsections is configured by account administrators or authorized employees. It is configured in the [[Directories]] section.
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.
 
   
   
<screenshot 1>
https://pic.planfix.ru/pf/vi/sCMyWu.png
 
   
   
Click on the Permissions tab (the key button):
Click on the '''Permissions tab''' (the key button):
 
   
   
<screenshot 2>
https://pic.planfix.ru/pf/qd/JxekQq.png
 
   
   
and you can view and edit access to a Directory.
and you can view and edit [[Setting up directory access | access to a Directory]].
 
   
   
Or you can go to the more detailed access settings:
Or you can go to the more detailed access settings:
   
   
<screenshot 3>
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:
 
   
   
You can see who has access to directory entires by looking at the Has access to entries section
https://pic.planfix.ru/pf/FC/ykSXku.png
In this same interface, you can view directory entires that the selected employee/group/contact can or cannot access:
 
   
   
<screenshot 4>
Grant access by clicking the '''Add access''' button:
   
   
Grant access by clicking the Add access button:
 
https://pic.planfix.ru/pf/V5/6xrrQN.png
<screenshot 5>
 
   
   
In the window that opens, you can select a workgroup, employee, or contact and configure their access in greater detail:
In the window that opens, you can select a workgroup, employee, or contact and configure their access in greater detail:
   
   
<screenshot 6>
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:
Access is deleted by clicking the Remove access button (the key) next to the person or group's name:
   
   
<screenshot 7>
 
https://pic.planfix.ru/pf/i7/WXWs4d.png
 
   
   
To edit access, click the row with the group/employee/contact to select it:
To edit access, click the row with the group/employee/contact to select it:
   
   
<screenshot 8>
 
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.
Once the row has been selected (highlighted in gray) you can grant viewing, editing, or deleting access to entries and groups of entries.

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.


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.


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