Difference between revisions of "How do I Set Up a Privacy Group?"
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** 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 {{Tab|Settings}} tab you need to assign the group a {{DataValue|Category}} and say which users are members of this group. | ** 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 {{Tab|Settings}} tab of the category's properties. The {{DataValue|General Privacy}} category {{DataValue|PRV}} is issued as standard and should suit in most cases here. | + | ** 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. |
| − | ** {{DataPrompt|Group members}} are listed below the group's {{DataPrompt|Category}} | + | |
| − | ** 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 | + | {{Tip|text=The {{DataValue|General Privacy}} category {{DataValue|PRV}} is issued as standard and should suit in most cases here.}} |
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| + | ** {{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 == | == See also == | ||
* [[How do I Create a New Task in Tasks Outstanding?]] | * [[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?]] | * [[How do I make a Private Task?]] | ||
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{{KB_Tags|user, privacy, group, personnel, planning, tasks, outstanding}} | {{KB_Tags|user, privacy, group, personnel, planning, tasks, outstanding}} | ||
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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