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. Each site gives users a login. Infoodle recommends logins are not shared in order to maintain individuals privacy.
1. Login
This refers to the user name and password that is used to gain access to the site.
For more information see Assigning a User a Role & Login
2. 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
3. Group permission
Group permissions control how a person can view a group when the user logs in to 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
4. Content Visibility
Certain content in infoodle has additional content visibility restrictions that will impact which users can see that content in the "Notes" profile area or "History" profile area.
The visibility can be set to:
- Just me - Only visible to the current user. This is the default for new users when adding notes and sending comms
- A particular group - Chose a group, users in this group will be able to see this content
- Anyone - Any user with the relevant Role permissions and who can access the contact record will be able to see this content. R
Note Visibility: - When a new note is added to a contact, the user needs to choose the visibility setting for that note. If the note is added by a Form, or via a Workflow, then the Visibility of this not will be set based on what has been configured for the Form field or Workflow step.
Completed To-Do Visibility - When a user completes a To-Do they are prompted to add a completion note. As part of this there is a visibility setting that the user needs to set for the completed To-Do.
Contact/Comms Visibility - When a user is composing an email communication via Contact > Email, there is a Visibility setting above the "Send/Schedule" that the user can use set for who should have visibility of the email in a persons history after it has been sent.
For Letters via Contact > Letter, the user can set the visibility on the Generate tab
For more information see: Adding a Note, To Do's - Task Reminders and Contact