Privatizing addresses

Depending on your administrator settings, the administrator can allow users to label addresses as private.

Functions for private addresses are only available if your administrator has permitted the use of private addresses.

For example, if your administrator were only to allow individual contacts to be privatized, you would then be able to create an individual contact and then save it as a private contact. Other address types will continue to be created as public addresses.

• If an address can be marked as private, you will see the Private address option.
• This option may only be available when you create an address. You can then only mark addresses as private that you have created yourself.
• If you select the Private address option; you are then entered as a participant, and external access is set to Private.

  You can select users, resources, and user groups at different points in CAS genesisWorld as participants.

  By being selected as a participant, users are granted resources or specific group rights.

  You can select participants in views, with data records or when searching for data records.

• Once you have saved this address, it will be locked for all other users. Even users with administration rights will not be able to see this address.
• To make a private address public again, uncheck the Private address checkbox.
• If the address has been marked as "private," you will not be able to select any participants.

In special cases, addresses cannot be public or private, for example, if addresses are switched from user sensitive to public or if addresses were imported.

When you convert an address from user sensitive to private, the information about participants is kept if it is inserted into addresses. You can then only select Participants via the Insert menu. However, as a user if you remove all other participants from such an address or activate the private option, then you will no longer be able to select Participants from the Insert menu.

List view for private addresses

If you use private addresses in your company, you can create a list view for your private addresses.

The following settings for the Team tab can only be made if your company allows private addresses and other addresses are public.

If only public addresses are allowed, no settings can be made in the Team tab.

If participants can be entered for addresses, the same settings as in the other data record types can be made in the Team tab.

• Create a list view for addresses with the view wizard or open a list view.

• List view

Three options are available on the respective wizard page or in the Team tab.

• Display own and public data records displays your private addresses and non-private addresses, depending on the filter settings.
• Display only public addresses displays only non-private addresses.
• Display only private addresses displays only your addresses.