Assigning items

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The core part of teamwork is effective data exchange between team members. With EssentialPIM Business each user (according to his rights) can create public or private records or assign records to particular users.

 

Status drop-down box is responsible for assigning records statuses. It's available for every EssentialPIM item.

 

Networking_status_menu

 

Public Status makes the record available to all users  (if that doesn't contradict with other users rights)

Private status makes the record for the creator's private use only.

 

Networking_users_assign

 

Selected users - list of users the item will be available to.

All current and new users - makes the item available for everybody.

 

info

Note, administrator rights override all restrictions and the database administrator can access all users records. Exception is for all users, except in the mail module. Mail can be accessed by the account owner only.