Level of difficulty?
1/5. Skills required: navigation, selecting information.
Permissions and sharing data assets
Data access / security is important, and is taken seriously by Gmaven. For more information, please see here from our FAQs.
The system can be setup so that
- At an individual user level,
- Specific data assets,
- Either by default or at your / the user’s election,
Can be shared with:
- Some colleagues,
- All colleagues, or
- No colleagues
Sharing data assets – the how
Please see guidance below
- Click on the data asset’s more actions device
- Select share
- Choose who else from your team you would like to share your data with
Please note: as you can see above, existing, shared-be-default team members are already included.
This data sharing process can be repeated with businesses, contacts, and sales deals.