Throughout infoodle, access to any data or area in infoodle is given by permissions.
Permissions are determined via the following:
- A login
- A set Role
- Group permission
- Visibility
Permissions are managed by each site themselves, and they can give a login to who they need to. We recommend that logins are not shared in order to maintain individuals' privacy.
What is a login?
This refers to the username and password that is used to gain access to the site.
For more information see Assigning a User a Role & Login
What is a set role?
Each login is assigned a role, this allows you to allocate different functions and permissions within infoodle for each user. A role can either give access, or restrict access to a user within infoodle.
For more information see Adding a New Role and Role information Detail
What are group permissions?
Group permissions control how a person can view a group in infoodle. There are four different levels of permission that a user can have in a group.
- Administrator
- Full member
- View only
- Past member
Permissions are set when a person is added to a group and can be edited by the group administrator or person with maintain all groups permission in their role
For more information see Group Permissions
What are visibility restrictions?
Content in infoodle can have visibility restrictions that control who can see items in a contact’s Notes or History.
What are visibility options?
- Just me: Only the user who created the content can see it. (Default for new users adding notes or sending comms.)
- A specific group: Only users in the selected group can view the content.
- Anyone: Any user with the required Role permissions and access to the contact record can see it.
Where visibility applies?
- Notes: When adding a note, the user must choose a visibility setting. Notes created via Forms or Workflows use the visibility configured in those settings.
- Completed To‑Dos: When completing a To‑Do, users add a completion note and must set its visibility.
- Contact/Comms: When emailing via Contact > Email, visibility can be set above the Send/Schedule button. For letters go to Contact > Letter and visibility is set on the Generate tab.
For more information see Adding a Note, To Do's - Task Reminders and Contact