Translations:Confidentiality/9/en

Classify clients and projects

Clients and their projects are classified in System: Base register/PRO/Clients/Projects. Open the client record and check the box Confidential. This information will synchronise with the client’s projects. There is a parameter that automatically classifies new clients: Standard suggestion new clients Confidential in System: Base register/PRO/Parameters/Clients and projects. Classify single projects in System: Base register/PRO/Clients/Projects. Open the project and check the box Confidential in the tab Parameters 2. This is a synchronised field; if only this project shall be classified, you must desynchronise the project by checking off the field Synchronise project with client in the same tab (Parameters 2). Users with authorisation to confidential projects have access to the classified project as well as the project’s client-, project and product managers and its team.