OfficeTalk lets you specify the access that each user has to a particular mode. In addition to letting you specify who can actually enter a particular mode, OfficeTalk also lets you specify what actions may be performed within the mode.
For example, you may wish to specify that certain people have access to all modes except Meeting mode. Alternatively, you may wish to allow all users to create companies and contacts but deny certain users from viewing the history of communication held with any companies or contacts. All this, and more, may be specified from Supervisor mode in the following way:
Select Modes from the left hand list in Supervisor mode and double click on the mode for which you wish to define the security in the right hand list. OfficeTalk will display the Mode property sheet.
Select the Access tab. Ensure that 'Mode' is selected in the Type drop down list. By selecting the relevant security profiles from the list and choosing the appropriate radio button, you can define which security profiles have access to the corresponding mode and which have no access. A user belonging to a security profile which has no access to a particular mode will not be able to enter the mode. The mode button will be disabled.
Drop down the Type list to show all other attributes of the chosen mode for which access may be defined. For example, Contact mode lets you define the following:
Who has access to the mode.
Who may enter the Company/Contact and Directory views.
Who may access the History view.
Who has what level of access when adding, editing and deleting companies and contacts.
Who may create personal/public contact groups.
Who may create personal/public documents.
Who may create personal/public conversations.
A list of the attributes of each mode is shown below:
| Mode | Attribute | Access |
| Bin | Mode | No Access/Access |
| Contact | Mode | No Access/Read Access |
| Company/Contact/ Directory Views | No Access/Read Access | |
| History View | No Access/Access | |
| Companies/Contacts | Read/Create/Edit/Delete Access | |
| Contact Groups | Read/Create Personal/Create Public | |
| Documents | Read/Create Personal/Create Public | |
| Conversations | Read/Create Personal/Create Public | |
| Diary | Mode | No Access/Access |
| Group | Mode | No Access/Read Access/Create Personal/Create Public |
| Mode | No Access/Access | |
| Meeting | Mode | No Access/Access |
| Meetings | Read/Create | |
| Folders | Read/Create Personal/Create Public | |
| Notify | Mode | No Access/Access |
| Planner | Mode | No Access/Access |
| Planners | Read/Create Personal/Create Public | |
| Planner Folders | Read/Create Personal/Create Public | |
| Project | Mode | No Access/Access |
| Projects | Read/Create Personal/Create Public | |
| Project Folders | Read/Create Personal/Create Public |