How do I Set Up a Privacy Group?
From Catalyst
Summary
A user group may be set up as a "Privacy Group" and used to restrict access to tasks and appointments to only authorised users.
More Information
Go to " Reports & Settings Maintenance Options System Administrator Add or Edit Privacy Groups"
- Here you may amend, create or remove user groups.
- To create a new group, click on [Add] or press <F6>.
- Enter a three character code for the group, and on the "Details" tab a 'Description' of the group's purpose.
- On the "Parameters" tab you need to assign the group a 'Category' and say which users are members of this group.
- Against "Category" pick a category for the group. As you're setting up a privacy group, you should choose one which has it's "Privacy" flag checked. This appears on the "Parameters" tab of the category's properties. The 'General Privacy' category 'PRV' is issued as standard and should suit in most cases here.
- "Group members" are listed below the group's "Category" and are maintained using [Add] to find existing users to join the group, and [Remove] to remove users from the group.
- Once you are happy you have the group set up as you require at this time, click on [Done], and [Accept] your changes. The group is now ready for use.
See Also
- Getting Started
- Getting Started - Personnel Planning
- How do I Create a New Task in Tasks Outstanding?
- How do I make a Private Task?
- How do I Set a Priority on a Task?
- Dealing with "Record in Use" message
- How do I Set up Task Types?
- How do I Set up a Task Status?
- How do I Record a Contact Against a Customer/Supplier?
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Tags
PP01
