Each kind of entry (Contacts, Appointments, Journals, Tasks, Projects) in MRSware has a "Type" that is assigned.
The Type is the major descriptive category for the entry. Here are a couple of examples:
Access Levels are the mechanism that controls who can see these entries, and are assigned to each Type. Your System Administrator is typically the person in an agency that assigns 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.
Here's a summary of Access Levels - Types (in other words who can see what):
The Type is the major descriptive category for the entry. Here are a couple of examples:
- Contacts - Type "Principal"
- designates the contact as a company (a manufacturer you represent) who pays commission to the agency for products sold
- Calendar - Type "Private"
- designates an appointment you don't want anyone else to see (a doctor's appointment), but you do want to block out the time so no one schedules another appointment for you at that time
- designates an appointment you don't want anyone else to see (a doctor's appointment), but you do want to block out the time so no one schedules another appointment for you at that time
Access Levels are the mechanism that controls who can see these entries, and are assigned to each Type. Your System Administrator is typically the person in an agency that assigns 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.
Here's a summary of Access Levels - Types (in other words who can see what):
- "Public" - everyone can see entries with this Type
- "Shared" - the User that made the entry and their manager(s) can see entries with this Type
- "Private" - only the person who created the entry can see entries with this Type
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