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