With the help of the Share tab, manage which Activity Manager and/or SRP user (basic or full control) has access to a particular activity.
Activity Managers and/or SRP users can either view and/or edit the activities that were shared with them:
1. Restrict Activity Managers and/or SRP users to read-only access to the activity:
- Open the activity of your choice
Go to the Share tab.
Click in the empty Add... field under 'CAN READ ONLY'.
When an activity is created, 'Everyone' – every user in the system – is added to the CAN READ ONLY field. This means every user with the Activity Manager and/or SRP users privilege has read-only access to the newly created activity.
- Start typing the name of a group or an individual user.
The search results will be listed at the bottom of the field. - Select a group or a user.
Your new entity is instantly added.
Read-only activities are labelled with a padlock icon in both cabinet and list views in the Activity Manager and/or SRP users' accounts. Padlock icons are not available in Admin accounts since administrators have full access to every activity.
2. Grant Activity Managers and/or SRP users editing permission besides read-only access:
- Open the activity of your choice
Go to the Share tab.
Click in the empty Add... field under 'CAN READ AND WRITE'.
- Start typing the name of a group or an individual user.
The search results will be listed at the bottom of the field. - Select a group or a user.
Your new entity is instantly added.
Activity Managers are automatically given read-and-write access to the activity they have created.
Admins can view and edit activities at any time.
For more information, visit our Activity - How to pages and view our Activity Manager Training Videos.
Withdraw Activity Sharing:
- Remove one member: click the x next to the name of the user or group of users.
- Remove all members: click the red trash bin icon in the bottom right corner of the relevant panel.
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