Confidentiality settings can be accessed via the Admin menu in Simply Stakeholders.

To create and set a Confidential Level, head to the Admin menu, under the Setup options, select Confidentiality Levels.

On this page, you can create the different confidentiality levels you need.

Head back to the Admin menu and select Roles. Here you can create, or edit an existing role.

Check the box if you want to allow Confidential access to a particular project, and click on the pencil button to configure the Confidentiality Levels you just created.

Select the Confidentiality Levels you want to enable for the different projects separately and click OK. Save the role and you're done!

You've now enabled access for the User with this role to be able to view confidential interaction records.

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