Difference between revisions of "How do I Set Up a Privacy Group?"
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== More Information == | == More Information == | ||
− | Go to {{Menu| | + | Go to {{Menu|{{RP}}|Maintenance Options|System Administrator|Groups, Types and Categories|Add or Edit Privacy Groups}}. |
* Here you may amend, create or remove user groups. | * Here you may amend, create or remove user groups. | ||
** To create a new group, click on {{Button|Add}} or press {{KeyPress|F6}}. | ** To create a new group, click on {{Button|Add}} or press {{KeyPress|F6}}. | ||
** Enter a three character code for the group, and on the {{DataPrompt|Details}} tab a {{DataValue|Description}} of the group's purpose. | ** Enter a three character code for the group, and on the {{DataPrompt|Details}} tab a {{DataValue|Description}} of the group's purpose. | ||
− | ** On the {{ | + | ** On the {{Tab|Settings}} tab you need to assign the group a {{DataValue|Category}} and say which users are members of this group. |
− | ** Against {{DataPrompt|Category}} pick a category for the group. As you're setting up a privacy group, you should choose one which has it's {{DataPrompt|Privacy}} flag checked. This appears on the {{ | + | ** Against {{DataPrompt|Category}} pick a category for the group. As you're setting up a privacy group, you should choose one which has it's {{DataPrompt|Privacy}} flag checked. This appears on the {{Tab|Settings}} tab of the category's properties. |
− | |||
− | |||
− | {{KB_Tags|user privacy group}}{{KB_PP}} | + | {{Tip|text=The {{DataValue|General Privacy}} category {{DataValue|PRV}} is issued as standard and should suit in most cases here.}} |
+ | |||
+ | ** {{DataPrompt|Group members}} are listed below the group's {{DataPrompt|Category}}. | ||
+ | ** Click {{Button|Add}} to find existing users to join the group, and {{Button|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 {{Button|Done}}, and {{Button|Accept}} your changes. | ||
+ | |||
+ | == See also == | ||
+ | * [[How do I Create a New Task in Tasks Outstanding?]] | ||
+ | * [[How do I create a diary appointment?]] | ||
+ | * [[How do I make a private appointment?]] | ||
+ | * [[How do I make a Private Task?]] | ||
+ | |||
+ | {{KB_Tags|user, privacy, group, personnel, planning, tasks, outstanding}} | ||
+ | {{How}}{{KB_PP}} | ||
+ | |||
+ | {{KB_Ref|PP01}} |
Latest revision as of 14:06, 15 October 2021
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 Groups, Types and Categories 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 [Settings] 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 [Settings] 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".
- Click [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.
See also
- How do I Create a New Task in Tasks Outstanding?
- How do I create a diary appointment?
- How do I make a private appointment?
- How do I make a Private Task?
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Tags
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