Setting Permissions for Scheduling/Editing Activities for Other Users
Activities help you keep track of your daily notes, conversations, and events throughout TE Recruit. By default, all new users have the ability to schedule and edit activities that are assigned to them, and/or anyone else within the agency.
Automated actions are not affected by this setting. This means that any Automations that are set to log or schedule an activity assigned to another user will still be completed by the system even if the triggering user does not have permission to schedule activities of other users.
Note: the ability to set scheduling/editing activity permissions is restricted to only those users that have permission to manage users.
To allow or restrict a user from scheduling/editing Activities for other users:
- Expand the Sidebar in the top right corner of the software and click on the Settings icon
- Click to expand the My Agency section and then select Manage Users
- All users on the account will populate on the left side of the Manage Users page
- Click on the edit icon to the right of the person you wish to allow or restrict from scheduling/editing activities for other users
- Under the user’s Permissions on the left side of the User Profile, click to expand the Quick Notes & Activities section
- To the right of Schedule/Edit Activities and Quick Notes of Other Users, set the appropriate permission
- Yes = this user can schedule and edit Activities and Quick Notes for other users
- No = this user cannot schedule or edit Activities and Quick Notes for other users (they can only schedule and edit activities where they are listed as the Assignee)
- Make sure to click the Save button at the bottom once your changes have been made
