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