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Access Levels for Types: default controls on who can see various entries

6/16/2017

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Each kind of entry in MRSware has a "Type" that is assigned.  The Type is the major descriptive category for the entry.  For example, a Type of "Principal" in Contacts is someone whose products the agency is paid commission on; a Type of "Private" in Calendar is a way to block out time in the calendar without anyone else seeing specifically what it is (such as that doctor's appointment where you will be unavailable and don't want anyone to schedule over that time).

Access Levels are the mechanism that controls who can see these items, and are assigned to each Type.  Your System Administrator is typically the person in an agency that assigned the Access Levels and creates Types.  As a User, you need to just be aware that selecting different Types for your entries may limit others' ability to see those items.
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