Shared guide

How to configure data visibility settings

Step-by-step guide covering: Click on "Click here."; Click Personal preferences; Click Manage users; Click Visibility groups.

victoriaworkflowsvictoriaworkflows
·13 steps·6 views·Published
Step-by-step Guide13 steps

  1. Click on "Click here."

    Click on "Click here."
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  2. Click Personal preferences

    Click Personal preferences
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  3. Click Manage users

    Click Manage users
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  4. Click Visibility groups

    Click Visibility groups
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  5. Click Overview

    Click Overview
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  6. Click entity visibility setting

    Click entity visibility setting
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  7. Click Item owner’s visibility group

    Click Item owner’s visibility group
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  8. Click Visible to the owner, global admins, followers, users in the same visibility group, parent group and

    Click Visible to the owner, global admins, followers, users in the same visibility group, parent group and
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  9. Click entity visibility setting

    Click entity visibility setting
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  10. Click Item owner’s visibility group

    Click Item owner’s visibility group
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  11. Click Item ownerVisible to the owner, Deals admins, followers, parent visibility groups

    Click Item ownerVisible to the owner, Deals admins, followers, parent visibility groups
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  12. Click Save

    Click Save
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  13. Click Confirm

    Click Confirm
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