Page tree

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 9 Next »

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


 

Step-By-Step

 

 


STEP 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

 

 

 

 

 

 

 


STEP 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

 

 

 

 

 

 


STEP 3 


Click on “Add"

 

 

 

 

 


STEP 4


1
-In View menu Search Select “User

2- Choose a user name and click on the right arrow to add them in the "Share with".

3- In View menu Access Level select “Read only" or "Read/Write”

4- Click on "Save"

 

 

 

 

The best way to get IT support is to use the new Service One Platform.