Setting Privacy Level - Global

Control who has access to specific records by modifying their Privacy Level. Use SET PRIVACY LEVEL action from the Actions Menu available through Summary and Data Entry Pages.

Additional Information

• By changing contact information or accounts receivable privacy levels, the privacy level of any Contact Information based Entities or Accounts Receivable based Entities records, is affected. 
• In case Privacy level is not defined the record is accessible to all users.
• Privacy Level can be automatically set on a record based on Privacy Level Assignment Rules (PLARs). Refer to Security Management for more information on setting up PLAR.

Summary Page 

1. Click in the selection box on the left hand side of the record to select
2. From the Action Menu click on ACTIONS > SET PRIVACY LEVEL 
3. From the modal window, select the Privacy Level 
4. Click on SAVE on the Modal
   
   

Data Entry page

1. From the Action Menu click on Actions > SET PRIVACY LEVEL
2. From the Action Menu click on ACTIONS > SET PRIVACY LEVEL 
3. From the modal window, select the Privacy Level 
4. Click on SAVE on the Modal