Rank: Administration  Groups: Registered, Developer, Administrators Posts: 254 Location: Atlanta, GA
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In OfficeClip, you can control access permission of various objects (like contacts, documents etc.). Given below are some pointers on how to do this: - Default (for the whole organization): Log in as admin and go to: Setup >> Organization Applications and Access >> Application Access Defaults
- Documents and Folders: Click on Desktop > Documents, then click on the Properties icon (the last icon on the row), then click on Permission
- Issue Binder: Click on the Issue Tracker application and then click on the Permission icon on the binder row.
- Contacts, Accounts and Opportunity: Click on the relevant application, then click on a particular contact to go to the Detail screen, then click on Change Permission...
- Changing Access based on rules: This only works for Contacts, Accounts and Opportunities. Go to the relevant application, click on the Admin button and then click on Rules.
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Rank: Newbie  Groups: Registered
Posts: 4 Location: East Coast
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I will be adding a new user soon but he is somewhat of a sub-contractor. I do NOT want him to have access to the rest of the company contacts but I need him to be able to add contacts on his own (that I can view as the administrator). His contacts do not need to be hidden from any of our other users. I just do not want him to have any access to our client list. The description found on this blog: https://blog.officeclip.com/post/2009/12/14/Additional-layer-of-Security-for-web-based-applications-in-OfficeClip.aspx is EXACTLY what I want to do but I don't see directions on HOW to set up the "independent organizations". Please let me know how to set up an independent organization so I can pay for my new user :). Thanks!! I found this posting but I am not sure if it will do what I am asking: - Change System Default Access - This needs to be done because by default everybody can see all the contacts but they will not be able to modify it. To restrict this:
- Login as an Organization Administrator
- Click on the Setup at the toolbar and click on Manage Organization Roles and Privileges under Organization Management
- Click on the Manage Application Access Defaults (the last link)
- Now go to the row for Contacts and click on the Edit Icon (on the right)
- Remove the Read Permission (so it should now say, No Read, No Write, No Append and No Delete)
Now make sure that the people who are entering the contacts should have privilege to create and assign contacts (by default this is granted) but can be changed from the Manage Member Roles (under Setup >> Manage Organization Roles and Privileges)
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Rank: Administration  Groups: Registered, Developer, Administrators Posts: 27
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Can you please tell me if this contractor will need to add contact in the main contact list or are you okay with him adding contacts to a separate list?
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Rank: Administration Groups: Registered, Developer, Administrators Posts: 27
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crmmanager wrote:Please let me know how to set up an independent organization so I can pay for my new user :). Thanks!! To create an independent organization go to Setup > Manage Organization Information > Create New Organization.
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Rank: Newbie Groups: Registered
Posts: 4 Location: East Coast
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The contractor will NOT need access to the main content. He would only be entering new information/contacts that he brings in for a separate branch of our business. Sorry if that sounds confusing. In a nutshell, here is what we want (hope it clears it up): "A, B and C" users will all be ousing our main organization CRM list (the one we all signed up for with our licenses). Now we are bringing in contractor "D" who we want to add new customers but for a different branch of our organization. The two contact lists will NOT be combined or used by the same people. We want contractor "D" to have NO access to "A, B and C's" list. **My IT manager wants me to be sure that by adding creating a new organization (as you described below) we don't limit permissions to our other users on the main organization's side. "To create an independent organization go to Setup > Manage Organization Information > Create New Organization." Thanks!!
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Rank: Administration Groups: Registered, Developer, Administrators Posts: 254 Location: Atlanta, GA
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crmmanager wrote:The contractor will NOT need access to the main content. He would only be entering new information/contacts that he brings in for a separate branch of our business. Sorry if that sounds confusing. In a nutshell, here is what we want (hope it clears it up): "A, B and C" users will all be ousing our main organization CRM list (the one we all signed up for with our licenses). Now we are bringing in contractor "D" who we want to add new customers but for a different branch of our organization. The two contact lists will NOT be combined or used by the same people. We want contractor "D" to have NO access to "A, B and C's" list. **My IT manager wants me to be sure that by adding creating a new organization (as you described below) we don't limit permissions to our other users on the main organization's side. "To create an independent organization go to Setup > Manage Organization Information > Create New Organization." Thanks!! Yes this is how it is supposed to work: 1. Go to Setup > Manage Organization Information > Create New Organization 2. In that Organization add the Contractor D as a user (You will already be an user in this organization as you created it!) Now Contractor D is effectively shielded from what A, B and C can see. The basic rule is "If you are not a user in an Organization" you cannot see any resources of that Organization. Thanks |
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