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
Open a Visit minute with "Edit" button eg.VM-000009
1- Tick box “Is Private”
2- Click on “Save”
The document is now private, visible only by the Owner.
In order to share it with other user:
1- from the Visit Minute Detail, Click on "Sharing"
Click on “Add"
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"
Need help?