Setting Permissions, How and Where?
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Hi, I feel like I really must be missing something obvious, but I can’t find the way to set permissions on items in Highrise. According to the documentation here: http://www.highrisehq.com/help/permissions/ you are supposed to go in edit mode for the item (person, note, case). Then you click the Permissions sub-tab. But my contacts don’t have the sub-tab. The only sub-tab on a Contact is “Contact and Permissions” and there is absolutely nothing on the page related to permissions. This is also true of notes and cases. Can someone help? Thanks, Patrick |
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Hi, I think you will find that unless you have a multi user account, the permissions section will not appear. Correct me if i am wrong anybody. Cheers |
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Thanks. |
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I have a similar problem – I raised a new group (the first one) and wanted to assign permissions but when going to companies and contacts do not have the option to select a group – where did I go wrong. I like the permissions area in Basecamp – where I can assign people to companies and with the new release able to go to a user in admin and select or deselect them from the entire project listing – can this be done for Highrise and make my life a lot easier as I am adding a user who only needs access to a few companies in our highrise account and don’t relish the thought of manually going through every one to deselect the user from the access. Help |
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I would also very much appreciate the option to assign permissions to groups. It will be very helpful when sensitive data has to be entered into the system. |
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Companies do not have the same role in Highrise as they do in Basecamp. In Highrise, they’re purely decorative. One of the (IMO) flaws in Highrise’s security model is that contacts can’t be in more than one group, which makes limiting access in a natural way difficult in many cases. Another is that administrators can create new administrators. The account owner should be able to select whether or not administrators can do that. In both Highrise and Basecamp administrative rights should be more granular. I’d like to grant administrators the right to create, but not destroy, projects and cases, or prevent administrators from altering the permissions of a contact. I’d like to restrict, on a per-user basis, the permissions a user can give their contacts. I might like to prevent a user from creating private contacts, for example. It would also be useful to specify the default permission settings for a user. Right now it’s all too easy for a user who isn’t paying attention to create all their contacts as “only I can view”, when it might be better for them to say that all their contacts should default to a certain group. |
