Intuit Practice Management

Andi Ancheta

Control the visibility that Intuit Practice Management provides throughout your firm.

With different privacy levels, you can control who in your team has access to a contact and their related work items.

With different privacy levels and sharing options, you can control what your team has access.

Contact privacy levels allow you to control the visibility and access to contacts across your firm.

Not all conversations are relevant to, or intended for a wider audience. Familiarize yourself with public and private conversations here.

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.

Change who on you team can see certain client information and work items.

There are multiple ways to add colleagues to the work team and grant them access to a private or hidden piece of work.

To grant colleagues access to a private or hidden contact, they must be on the client work team or be the client owner

Within Settings you can choose a duration of time before an auto-logout is to take place after inactivity.

If you want the privacy settings of a large group of items updated, you can contact the support team.

A contact can be made private, which means that only members of the client team will have access.

If someone without access to a note is mentioned by another colleague, they will be able to access that entire conversation.

You can un-share your own communication with a specific client from their contact page.

You can see which emails are visible to your colleagues and which ones are only visible to you by looking at the Information tray.

Some contacts and their work items can only be seen by authorized team members, these have a padlock icon next to their names.

Clients and work items can have restricted access. Only people on the client's work team or with assigned tasks can see these.

You can only download public, private, and hidden work and contacts that are visible to you.

You can give a team member access to a piece of work without letting them see everything else associated with the related client.

If you have a one-off piece of work that you want private, you can create an ad-hoc contact.