- Expand the Sidebar and click on the Settings icon
- Click to expand the My Agency section and select Manage Users
- Click the edit icon to the right of the person you wish to set completed date editing permissions for
- Under the user’s Permissions, click to expand the Planner section
- To the right of Set/Edit Completed Date of Activities, set the appropriate permissions then click Save
Logging/Scheduling Activities
Allowing or Restricting a User from Scheduling/Editing Activities for Other Users
- Expand the Sidebar and click on the Settings icon
- Click to expand the My Agency section and select Manage Users
- Click the edit icon to the right of the person you wish to set activity scheduling/editing permissions for
- Under the user’s Permissions, click to expand the Planner section
- To the right of Schedule And Edit Activities For Other Users, set the appropriate permissions then click Save
Allowing or Restricting a User from Managing Activity Types
- Expand the Sidebar and click on Settings
- Click to Expand the My Agency section and select Manage Users
- Click the edit icon to the right of the person you wish to set Activity Type management permissions for
- Under the user’s Permissions, click to expand the Planner section
- To the right of Manage Activity Types, set the appropriate permission and click the Save button when complete