Managing planner access: Difference between revisions
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By default, only the creator of a planner has access to it. You can configure access to a planner you have created for [[coworkers]] and [[clients]]. Access is configured in the menu that appears when you click on the planner name: | By default, only the creator of a planner has access to it. You can configure access to a planner you have created for [[Employees and company structure | coworkers]] and [[Contacts | clients]]. Access is configured in the menu that appears when you click on the planner name: | ||
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===Important=== | ===Important=== | ||
*Having access to a planner doesn't automatically give you access to all the tasks in the account that meet the conditions of the planner. In order for a user to see a task in a planner, the user must have access to it. One consequence of this is that different users may see a different set of tasks in the same planner. | *Having access to a planner doesn't automatically give you access to all the tasks in the account that meet the conditions of the planner. In order for a user to see a task in a planner, the user must [[Permissions in Planfix | have access]] to it. One consequence of this is that different users may see a different set of tasks in the same planner. | ||
*In the planner's hourly block, availability is shown for a certain period of time. Information on tasks the viewing user doesn't have access to is not disclosed: | *In the planner's [[Hourly calendar | hourly block]], availability is shown for a certain period of time. Information on tasks the viewing user doesn't have access to is not disclosed: | ||
Latest revision as of 20:54, 28 April 2020
By default, only the creator of a planner has access to it. You can configure access to a planner you have created for coworkers and clients. Access is configured in the menu that appears when you click on the planner name:
Important
- Having access to a planner doesn't automatically give you access to all the tasks in the account that meet the conditions of the planner. In order for a user to see a task in a planner, the user must have access to it. One consequence of this is that different users may see a different set of tasks in the same planner.
- In the planner's hourly block, availability is shown for a certain period of time. Information on tasks the viewing user doesn't have access to is not disclosed:
