Privacy Settings

Privacy Definitions

Public Read/Write

Public Read/Write Privacy means that anyone with the correct Role and Territory can view and edit this Record.

Public Read Only

Public Read Only Privacy means that anyone with the correct Role and Territory can view but not edit this Record.

Private

Private Privacy means that the only people who can view and edit this Record are the owner, and the Employees in Manager Roles above them.

Setting Privacy Defaults

Setting Privacy Defaults will allow you to restrict which Privacy levels are allowed within certain areas of the application. You will pick the highest level of Privacy that you want to be used to restrict privacy beyond the default.

Public Read/Write Default:

Every Record in the application must be Public Read/Write - Employees cannot place Read Only or Private Records in the application.

Public Read Only Default:

Every Record in the application must be Public Read/Write or Public Read Only - Employees cannot place Private Records in the application. New Records will default to Public Read Only but this can be changed.

Private Default:

The Records have no restriction on Privacy. Employees can place Public Read/Write, Public Read Only, and Private Records in the application. New Records will default to Private but this can be changed.

Note: When no default is set, new Records will default to Public Read/Write but this can be changed.

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