Confidentiality settings can be accessed via the Admin menu in Simply Stakeholders.
Create Confidentiality Levels
Navigate to Admin Settings
Under the drop down menu go to > Access & Security > Confidentiality
Input the Confidentiality name
Add a description to define what this Confidential Access provides access to. For example "Highly Confidential" - "Highly sensitive Information. Access can only be provided to top level Management" (see image)
Create a Role with Confidential access
Navigate to Admin Settings
Under the drop down menu go to > Access & Security > Roles
Click on the green Add button to add a new role.
Name the role, and tick the relevant access levels for each project/s (see image)
Click on the pencil icon to configure the Confidentiality Levels (see image)
7.Select the Confidentiality Levels to enable for the different projects separately
8.Click OK
Assigning the Confidential Role to a User
Navigate to Admin Settings
Under the drop down menu go to > Access & Security > User
Find or create the User
Select the Role, you will designate the level of read and/or write access the user has to the information and records in Simply Stakeholders (see image)
Click 'Save'
NOTE: Role changes, including access levels, take up to 10 minutes to take effect