Settings/General/Change external access

In this window, you set the general external access rights. These rights can be set for all data record types and users. You can define different access rights.

• External access rights
• Access rights levels

If you have created a data record, you have full rights to this record. These full rights are maintained even if you are no longer participant of this data record because you delegated the record. You only lose all rights to this data record if external access is set to private by another participant.

This is how you open the Change external access window:

On Tools menu, click Settings.

• Open the General tab.

click the Change external access button.

Select the user(s) you want to assign access rights to

All users are displayed in the upper pane. If the icon next to a user is available, then this user has external access rights. If it is unavailable, then they do not.

• When you select a user from this list (in the upper part of the window), the access rights the user has to your records are displayed in the lower section of the window.

If you select more than one user, then no rights will be shown. This is because the rights may vary from user to user and cannot be displayed separately.

Assigning access rights

• Access rights for the selected user(s) are set up in the lower pane of the tab.

Advanced button

• Clicking this button, displays all the data record types. Now, you can set different external access rights for all users and all data record types.
• First of all, you define the default access right. As long as you do not assign rights to any other data record types, this default setting will apply to all data record types.
• Afterwards, if you wish you can assign different rights for different data record types.

Example

Employees working directly for the Board of Directors are also to have access to the confidential appointments of board members. You can then allow a select number of people to see when the appointments are scheduled, but not the content.

• View times in the calendar

Deactivate access rights due to group membership

As CAS genesisWorld user you and other users might be assigned to one or several groups. All members of groups also have certain rights due to their group membership.

• Alternatively, you can disable external access with Deactivate access rights due to group membership.
• If you deactivate this option, you are no longer visible as participant for other group members. This means that you are no longer displayed in the Select participants window of other group members.

• Rights and groups