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 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
- 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?
- 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?
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Tags
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