Setting Permissions for Each Role

Sometimes you need to track information about your relationships that's a bit... sensitive. MonkeyPod gives you tools to ensure that this data is visible to the people who need to see it, but hidden from those who shouldn't.

Who Has Permission?

Users will be allowed (or not) to view and manage sensitive data based on their user role. When managing permissions, you'll see that option under Entities:

What's Sensitive?

Two types of data can be considered "sensitive": 

  1. When recording something in the Action Feed, you can flag the note sensitive (if you have the requisite permissions). 
  2. Custom attributes may be designated as sensitive (or not). 

In both cases, if the user doesn't have permission to see the sensitive data in question, it will not be viewable in the relationship's record.

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