User and Organization Access levels

Any of the following Access levels may apply to a User or Organization:

  • Company: The entry is only visible to Users in the same Organization, and admin users with the required access override powers.
  • Viewable: The entry is visible to all admin Users (even e.g. external ones).

Please be aware of the following concepts when setting an Access level for a User or Organization:

  • Client Users, by default, receive a Company access setting. This should be left as is.
  • Admin Users may be set to either Company or Viewable Access. Company access is usually sufficient.
  • Admin Users with Roles comprising the ability to manage Users and Organizations will have the necessary powers to view all Organizations as well as Company-access Users outside their own Organization.

2019-05-13T13:57:37+00:00