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Hello Team,

Its a privilege for me to install this software and we are finding how to use it. I might be a newbie and a very basic question... :o

My self - Super Admin account
I have created 3 users - They have some private tasks and some public tasks

How can I see everything on my Dash Board? I am unable to see or follow the Private tasks. Please help, its very useful for a company.

Thank you very much.

Regards,

Hi there 🙂

Your own private tasks? Or other users' tasks?

Regards,
Adam

Hi Adam,

Its like this:

Manager Sales A
|
|____ Sales Guy 1
|
|____ Sales Guy 2

Manager Operations B
|
|____ Emp 1
|
|____ Emp 2

There are 6 employees above, :: 2 depts - 2 managers and 4 subordinates, 2 each.

All of them will be creating the contacts / Tasks / etc., are created with the Private settings. (not the Public or Public read only)

How to:
--- The manager to see all the activites of the SubOrdinates in his Dept.
--- Co-Employee should not have access to the tasks of the other employee , only the manger can have.

Over all the Admin/Super Admin to see all of all even when they are marked Private


Thanks...

Hide everything option I see...

Such setting is hard to set, but it's possible.
You have to create several Access Levels and Groups, then create specific rules for each Access/Group. Maybe you'll need to add some field to tasks/phonecalls etc to mark that this record belongs to certain group.
I have never set up such configuration... but there were several questions on forum about that.

Regards,
Adam

Great Adam,

Please throw some light on this... some links to our wiki on this and also, I searched, but unable to find out the correct link, can you please paste some links also to those please...

Will be eagerly awaiting for this...

Thanks.... 🙂

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