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Sharing Activity Information

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An agent can grant permission to other users to view the agent's activity records. These users may also have permission to create, modify, and delete the agent's activity records. The following procedures describe how to grant this permission, and how to work with other activity records that you have permission to view or modify.

NOTE:  A user can modify or delete a specific activity record if anyone who is listed in that activity's Employee field has granted that user permission to modify and delete activities.

To grant permission for another user to work with your activity records

Navigate to the Calendar screen, and from the Show drop-down list, select Calendar Access List.
In the Calendar Access list, click New.
In the Add Employees dialog box, query to locate and select the employee to whom you want to grant access, and then click OK.

For more information about Query, see Fundamentals.

Select the check box in the Allow Updates field.

Selecting the check box allows the user to modify, delete, and add activity records for you.

If you want the user to be able to view your activity records, but not modify the records, make sure the Allow Updates check box is not selected.

The following procedure describes how to work with another user's activity records, if that user has granted you permission to do so.

To work with another user's activity records

Navigate to the Activities screen, and from the Show drop-down list, select Others' Activities.
In the drop-down list in the header of the Activities list, select the user whose activities you want to work with, and then click Go.

If the user accessing the records has been granted permission to add and modify these records, the New button in the Activities list is available, and the user can work with these records as though they were his own. If the user has not been granted permission to make changes, the New button is inactive.

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