Every OfficeTalk user may be assigned a specific security profile. Users assigned the same security profile will have the same access to all data held within OfficeTalk.
For example, you may create the following security profiles and assign each security profile to the appropriate users:
Directors
Managers
Team Members
Once you have defined the appropriate security profiles and have assigned them to the relevant users, OfficeTalk then lets you specify the access of each of the profiles to any area of data.
There are several levels of access which members of a security profile may have to certain data. These levels differ depending upon the data in question, but, in general, the various access levels are as follows:
No Access
Read Access
Read/Edit Access
Read/Edit/Create Access
Read/Edit/Create/Delete Access
So, for instance, as a supervisor, you could deny all users, except Directors, access to the project entitled '5-Year Plan'. Additionally, you could configure OfficeTalk such that all directors may record their documents and conversations with contacts, knowing that neither managers nor team members may have access to them. Furthermore, directors may be given full access to any document or conversation written by any manager or team member.
When users create certain data such as projects, planners, conversations etc., they have the choice of making such data either private or personal. If they have been granted sufficient access, they may make such data public so that all users in the workgroup may see the data. If such data is made private, then only the owner of that data will be aware of its existence. If such data is personal to a particular user then other users' access to that data will depend upon their access to the owner of the data.