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Conference Access Groups

This page describes Conference Access Groups, which you can use to control access to Conferences (public mailboxes).

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When setting up a mail system in Standard ERP, you are likely to define a number of Mailboxes and Conferences. Mailboxes are personal: they belong to individual users and only their owners can view their contents. They can be used both to send and to receive Mail. Conferences are more public: unless there are access restrictions, their contents can be viewed by everybody. They can only receive Mail.

If you want to establish a system of access restrictions for your Conferences, use the Conference Access Groups setting in the Email and Conferences module. First, select this module using the [Switch Module] button in the Navigation Centre (or use the Ctrl-0 (zero) (Windows) or ⌘-0 (Mac OS X) keyboard shortcut). Then, if you are using Windows or Mac OS X, click the [Settings] button, also in the Navigation Centre (or use Ctrl-S/⌘-S) and, in the resulting list, double-click 'Conference Access Groups'. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Conference Access Groups' in the 'Settings' list. This will open the 'Conference Access Groups: Browse' window that shows the Conference Access Groups that already exist:

Double-click or tap an item in the list to modify it or select 'New' from the Create menu (Windows/Mac OS X) or the + menu (iOS/Android) to create a new record. In the 'Conference Access Group: New' window, you should enter a code and a short descriptive text. The code can contain up to five characters, and you may freely mix letters and numbers.

Use 'Paste Special' to choose a Level, as follows:

Full
Allows full access to the Conference. If you do not set a Level, Full access will be given.

Read
Allows users to open the Conference and to open individual Mails in the Conference but not to modify them or to create new ones.

Read/New
Allows users to open the Conference and to open individual Mails in the Conference but not to modify them. They will be able to create new Mails (including by duplicating existing ones).

Browse
Allows users to open the Conference and to see the Mails it contains in a list, but not to open, modify or create them.

Browse/New
Allows users to open the Conference and to see the Mails it contains in a list, but not to open or modify them. They will be able to create new Mails.

None
Denies all access to the Conference.
Click the [Save] (Windows/Mac OS X) or tap √ (iOS/Android) button in the Button Bar to save.

Once you have defined your Conference Access Groups, you can add them to your Mailboxes and Conferences, so that each Mailbox and each Conference has its own list of Conference Access Groups. A user will be able to open any Conference that shares at least one Conference Access Group with their Mailbox (and any Conference whose list of Conference Access Groups is empty). The user will also be able to edit the properties if these Conferences. The level of access given to a Conference will depend on the Level in the shared Conference Access Group. If there is more than one shared Conference Access Group, access will be governed by the first one in the list. If a Person is not granted access to view the contents of a Conference or is granted restricted access to it, they will still be able to send Mail to it from their own Mailbox.

You can print a list of the members of each Conference Access Group by producing a Person Access Group report from the Technics module. You can also use the Conference Access or User Conference Access reports in the Email and Conferences module to list the users that can access each Conference.

Do not confuse this setting in the Email and Conferences module with the Access Groups setting in the System module. The latter allows you to define access privileges to the various modules and functions in your Standard ERP database and is described here.

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Configuring Mail in Standard ERP:

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