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Privacy
Control the visibility that Intuit Practice Management provides throughout your firm.
20 articles in this collection
Written by
Ian Vacin
and
Andi Ancheta
Overview
Overview of Privacy
With different privacy levels, you can control who in your team has access to a contact and their related work items.
Written by
Andi Ancheta
Updated over a week ago
Video overviews of Privacy
With different privacy levels and sharing options, you can control what your team has access.
Written by
Ian Vacin
Updated over a week ago
Contact privacy levels
Contact privacy levels allow you to control the visibility and access to contacts across your firm.
Written by
Andi Ancheta
Updated over a week ago
Public vs private conversations
Not all conversations are relevant to, or intended for a wider audience. Familiarize yourself with public and private conversations here.
Written by
Ian Vacin
Updated over a week ago
How-tos
Keeping emails private
You have the option of complete visibility, but if you want to keep some emails private, there are steps you can take to ensure this.
Written by
Ian Vacin
Updated over a week ago
Removing access to contacts and work items
Change who on you team can see certain client information and work items.
Written by
Andi Ancheta
Updated over a week ago
Granting access to a private or hidden work item
There are multiple ways to add colleagues to the work team and grant them access to a private or hidden piece of work.
Written by
Andi Ancheta
Updated over a week ago
Granting access to a private or hidden contact
To grant colleagues access to a private or hidden contact, they must be on the client work team or be the client owner
Written by
Andi Ancheta
Updated over a week ago
Inactivity Timeout
Within Settings you can choose a duration of time before an auto-logout is to take place after inactivity.
Written by
Andi Ancheta
Updated over a week ago
Bulk update privacy settings
If you want the privacy settings of a large group of items updated, you can contact the support team.
Written by
Andi Ancheta
Updated over a week ago
FAQs
What are private contacts?
A contact can be made private, which means that only members of the client team will have access.
Written by
Andi Ancheta
Updated over a week ago
What happens if I mention a colleague who isn't part of a private client or work item?
If someone without access to a note is mentioned by another colleague, they will be able to access that entire conversation.
Written by
Ian Vacin
Updated over a week ago
How do I keep an email from a particular contact private, if I have the auto-share email setting turned on?
You can un-share your own communication with a specific client from their contact page.
Written by
Andi Ancheta
Updated over a week ago
How can I tell if an email is visible to everyone or just me?
You can see which emails are visible to your colleagues and which ones are only visible to you by looking at the Information tray.
Written by
Andi Ancheta
Updated over a week ago
How do I know if a contact is private or public?
Some contacts and their work items can only be seen by authorized team members, these have a padlock icon next to their names.
Written by
Andi Ancheta
Updated over a week ago
How do I find out who has access to a private contact or work item?
Clients and work items can have restricted access. Only people on the client's work team or with assigned tasks can see these.
Written by
Ian Vacin
Updated over a week ago
How can I obtain a list of contacts or work that includes private items?
You can only download public, private, and hidden work and contacts that are visible to you.
Written by
Andi Ancheta
Updated over a week ago
Can I give a colleague access to one work item, but not a private client?
You can give a team member access to a piece of work without letting them see everything else associated with the related client.
Written by
Ian Vacin
Updated over a week ago
What if I have one work item I want private for a public contact or an internal job?
If you have a one-off piece of work that you want private, you can create an ad-hoc contact.
Written by
Ian Vacin
Updated over a week ago
How do I find out who has access to an email conversation?
Learn how to determine who on your team is able to view an email.
Written by
Andi Ancheta
Updated over a week ago