Confidential Contacts
You can mark contacts and clients as confidential, then setup group permissions to limit which group members have access to confidential and non-confidential contacts.
When a contact is set to confidential and permissions are set to restrict a staff member's access, then they will not see that contact in the All Contacts list.
Enable Confidential Contacts
- Select Setup, then Permission Groups.
- Add or edit a permission group whose members should have permission to set contacts as confidential.
Note: We recommend adding a new permission group for staff who need permissions to access confidential contacts.
- Click Next.
- In Step 2: Functionality on the Onvio Setup tab, if Everything is selected, then this feature is automatically turned on. If Custom is selected, then Confidential Contacts needs to be enabled.
- Continue to edit or setup the Permission group.
Set a Contact as Confidential
- Select Setup, then All Contacts.
- Add or Edit a contact.
- Choose the Confidential button on the General tab.
- Confirm that the proper permission group members have access to the confidential clients.
Note: You cannot set staff as confidential.
Give access to Confidential Contacts
In Step 3: Data when setting up a permission group, you will determine if the group members have access to confidential and non-confidential contacts.
- If you choose No Contacts, group members won’t be able to see any confidential contact data.
- If you choose Selected Contacts, you can specify if group members have access to confidential and/or non-confidential contact data. If you mark confidential contacts, then you have the following options.
- All confidential contacts
- Selected confidential contacts. If you choose Selected confidential contacts, click Select to view a list of confidential contacts. Mark each confidential contact that you want members of this group to have access to their data.
Note: To enable granular permission for VAT, Payroll, Fixed Asset and Accounting module, Admin user needs to enter one of them and go to Menu-> Setup->General Table->Companies->Confidential Clients and select “Use confidential Clients”.