How do I Set Up a Privacy Group?

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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" 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


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Keywords AND Misspellings
user, privacy, group, personnel, planning, tasks, outstanding
Tags

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