Setting up directory access

From Planfix
Revision as of 23:55, 15 March 2020 by SliZzzZ (talk | contribs) (Created page with "You can view or configure general access settings for a directory in the Permissions tab (the key button): <screenshot> ==Interface for setting up permissions== You can c...")
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to: navigation, search

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


<screenshot>


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>


Configuring permissions

<screenshot>


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.