Ability to Mark Specific Documents in the Contact Portfolio as Confidential
AnsweredHi aXcelerate team,
At times, our organisation will handle correspondence from students where the content is considered confidential in nature such as medical forms etc.
We would like to be able to flag these types of documents as 'private/confidential' when they have been uploaded to the Contact Portfolio, so that they are only visible/accessible to system users that would have the appropriate user role permission. Currently we are unable to do this with the current user role permissions.
Are you able to create a role permission specific to the above use case?
Regards!
Robbie
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Official comment
Hey Robbie,
Just wanted to get a bit more information on this suggestion.
Would this be the ability to set a whole portfolio type as "private" (needing a permission to view) or would you want this to be at an individual item level?
Thanks,
JackComment actions -
Hi Jack,
Thanks for checking in so quickly!
To answer your question, the Use Case could apply equally to both the Portfolio Type element or at an item level.Having said that, I think there's advantages to having the 'private' setting at the Portfolio Type, as then you would be placing all documents of a similar nature in the one place. It also allows better management of the risk if someone forgets to tick the 'private' box (assuming this is how it would work), by controlling it once, at the Portfolio Type level rather than on every document added.
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