By default, access to correspondence is set at a company level where anyone can access forms that have been created by or issued to their company (except those marked PRIVATE). Documents stored in the Publication Space are set to “Anyone in my Company may Access”.
However, access to correspondence can be further defined based on a “Peers and Superiors” rule. The Peers and Superiors Rule considers the level of access a user requires.
Access levels allow a Contacts Administrator to set an access hierarchy within a company. Users can be added as:
Guest: Can log in to the system and view data sent to or from that company (except those marked PRIVATE). They cannot create new or reply to forms.
Staff: Can see communications addressed to other users with Staff access (except those marked PRIVATE). Cannot view communications addressed solely to those with Manager or Director access.
Manager: Can see communications addressed to users with Manager or Staff level access (except those marked PRIVATE). Cannot view communications addressed to solely to users with Director level access.
Director: Can see all communications addressed to any user in the company (except those marked PRIVATE).
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Where a hierarchy is applied, access to forms is determined by the lowest level of user added.
Setting User Access Levels
Access the Contacts Module by clicking the Contact Icon
Click on the Name of the person you wish to change access level for.
When the Contact Details display, Click the drop down next to Access Level.
Select the Access Level for the User
Once the access level has been assigned, Click Save.
Please note: Access Levels can be set when adding new Users.
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4. When the Contact Register Configuration pages displays
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5. When the role security page displays, make changes as required for Transmittals and register (Publication Space) and Correspondence.
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