Confidential contacts

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 needs permissions to access confidential contacts.
Select
Next
.
If you select
Everything
in
Step 2: Functionality
on the
Onvio Setup
tab, this feature turns on automatically. If you select
Custom
, you need to turn on
Confidential Contacts
manually.
Continue to edit or set up the Permission group.

Set a contact as confidential

Select
Setup
, then
All Contacts
.
Add or edit a contact.
Select the
General
tab, then
Confidential
.
Verify that the proper permission group members have access to the confidential clients.

Give access to confidential contacts

If you select
No Contacts
, group members can't see any confidential contact data.
If you select
Selected Contacts
, you can specify access to confidential and/or non-confidential contact data.
For confidential contacts, select either
All confidential contacts
or
Selected confidential contacts
. If you choose
Selected
, choose
Select
to pick which contact members can access.