Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Overview


 

Convergence allows you to make your Internal Visits private. By doing so, you are the only one who can access it. You can also share it with specific people only .

 

Table of content


Table of Contents
indent30px
excludeOverview|Table of content

 

Step-By-Step

 

 


Status
colourBlue
titleStep 1


When creating an Internal Visit, tick the "Private" checkbox in the Information section
.
.
.
.
.
.
.
.
.
.
.
.
For an already existing Internal Visit, open it and :

1- Tick box “Private

2- Click on the “Save” button

 

Image RemovedImage Added

 

 

 

Image RemovedImage Added

 

 

 


Status
colourBlue
titleStep 2


Your Internal Visit is now private, visible only by the Owner.

In order to share it with other user click on the "Sharing" button

 

 

 

Image RemovedImage Added

 

 

 


Status
colourBlue
titleStep 3
 


Click on “Add"Type the name of the person you want to share your Internal Visit with in the “User Name" field and select it

 

 

Image RemovedImage Added

 

 

 


Status
colourBlue
titleStep 4


1-
In View menu Search Select “User2- Choose a user name and click on the right arrow to add them in the "Share with".
  Choose a "Read" Access Level if you want your colleagues to only display your Visit Minutes, or "Edit" one if you want them to be able to edit it

2- Press the "Create new sharing" button
3- In View menu Access Level select “Read only" or "Read/Write”4- Click on "Save"


 

 

Image Removed

 

 

Need help?

Image Added

 

Include PageD - Need Help - ConvergenceD - Need Help - Convergence Viewtrackerhidetrue