Set Permissions

 

For your eyes only.

Whatever data you’re tracking in Pingboard, we know you’ll want to keep it secure. These are the tools you'll need to make sure that information is secure and only seen by the people who need to see it. 

Custom Field Permissions

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Every Custom Field has its own set of permissions that you can edit from the Custom Fields page:

  1. Click on a Custom Field
  2. Click Permissions
  3. Use the Visibility drop-down to set the view options
  4. Turn off Employee Can Edit if you don't want employees to be able to edit that data without an Admin's hellp
  5. Use Employee Must Complete to make a field mandatory
  6. Turn off Include in Searches if you want certain fields to be viewable but not searchable

Group & Location Permissions

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Each Group and Location has its own set of permissions that you can set when creating or editing the group – toggle the options on the bottom of a Group or Location's edit page to set its permissions.

 

Next Step: Go Live

 

Still need help? Let us know.

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