How do I configure privacy settings for a correspondence item?

When you create a correspondence item, you have the option to mark the correspondence as private. See also Create a Correspondence Item.

Access Levels

When correspondence items are marked as ‘Private’, the following users will have access to the item if they have been given ‘Read Only’ level permissions or higher on the correspondence type designated for the item.

Role None Read Only1  Standard2  Admin3  
User who creates a correspondence     icon_checkmark_h17.png icon_checkmark_h17.png
User who is assigned a correspondence   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Members of a Distribution List   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Any users in the "Received From" field   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
*Any users who are part of the same company as the users above   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Company and Project Admins       icon_checkmark_h17.png

1 Read Only implies the ability to view a correspondence item.

2 Standard implies the ability to create, view and respond to a correspondence item. A user with standard permissions who creates a correspondence item can edit it.

3 Admin implies the ability to edit a correspondence item.

* For Read Only and Standard, granular permissions have to be set to Turn ALL On.

See Also