Integration with HelpMaster - Viewing Privileges

Integration with HelpMaster - Viewing Privileges

By default, all jobs and their associated actions (ie. the action log for that job) are available for the client to view via the HelpMaster Web Portal.  However, it is possible to restrict the client from viewing either the entire job, or one or all of the action log entries.

A common function for staff working with the HelpMaster Desktop is to add an action to a job.  By default, these actions will always appear in the action log of a job, both in the desktop and the HelpMaster Web Portal

Sometimes though, these actions may contain sensitive information that the staff member, or the company as a whole may not wish clients using the HelpMaster Web Portal to view. In such occasions, the staff member should mark the action that they have just performed as private. This means that when the client using the HelpMaster Web Portal views their job, this particular action will not be listed with the other actions in the action log.

Restricting viewing of Actions within the Action Log

A common function for staff working with the HelpMaster Desktop edition is to add an action to a job. By default, these actions will always appear in the action log of a job, both in the Desktop and the Web Portal editions.

Sometimes though, these actions may contain sensitive information that the staff member, or the company as a whole may not wish clients using the Web Portal to view. In such occasions, the staff member should mark the action that they have just performed as private. This means that when the client using the Web Portal views the job containing the action, this particular action will not be listed with the other actions in the action log.

Restricting viewing for an entire Job

If you want to prevent a client from viewing an entire job and thus all of the associated actions within that job, ensure that the “No client access” checkbox is checked in the “Options” tab of the job.  This job will never be displayed in any part of the Web Portal as long as this checkbox is checked.

See Also

Action log