Summary
Sharing permissions enable you to provide access to selected staff members so they can work on your behalf. Administrators can also manage sharing permissions for other staff members where access has been granted.
This article covers:
- About sharing permissions
- Enable sharing permissions for your profile
- Enable sharing permissions for another staff member
- Remove sharing permissions
About sharing permissions
Sharing permissions allow you to grant other staff members access to specific areas of Box+Dice so they can act on your behalf. Depending on the sharing type, permissions can include contacts, properties, tasks, appointments and sending emails for another staff member.
Note: Sharing permissions can only be updated if you have access to Settings > General Access > Staff Sharing. If you do not have access, please contact your Office Champion or system administrator. Staff members with an access level of None cannot share permissions.
Enable sharing permissions for your profile
To enable sharing permissions:
- Go to: More > Staff
- Select your profile
- Click Sharing
- Select a permission from the Type of Sharing dropdown
- Tick the staff member or staff members you would like to grant access to
- Select Apply for all sharing types if you want the same permissions applied across all available sharing types
Tip: You can choose different staff members for different sharing types, or apply the same permissions across all sharing types.
Enable sharing permissions for another staff member
If you have administrator-level access, you can manage sharing permissions for any staff member, including yourself.
To enable sharing permissions:
- Go to: More > Staff
- Search for the staff member whose permissions you want to update
- Open the staff record
- Click Sharing
- Select the required sharing type
- Tick the appropriate staff members to allow them to act on behalf of the selected staff member
Note: Administrator-level access provides an additional column in the Sharing screen, allowing you to manage sharing permissions for other staff members.
Remove sharing permissions
To remove all sharing permissions for a staff member:
- Go to: More > Staff
- Search for the staff member whose permissions you want to update
- Open the staff record
- Click Sharing
- Click Remove All Sharing from the Sharing screen