Privacy

Control the visibility that Karbon provides throughout your firm.

4 articles in this collection
Written by Lachlan Macindoe and Erin Jamison

Overview

Overview of privacy

With different privacy levels, you can control who in your team has access to a contact and their related work items.

Written by Erin Jamison
Updated over a week ago

FAQs

What happens if I mention a colleague who isn't part of a private contact or work item?

If someone without access is mentioned by another colleague, they will be able to access the entire conversation.

Written by Lachlan Macindoe
Updated over a week ago

How do I find out who has access to a private contact or work item?

Clients and work items can have restricted access. Only people on the client's work team or with assigned tasks can see these.

Written by Lachlan Macindoe
Updated over a week ago

How can I obtain a list of contacts or work that includes private items?

You can only download public, private, and hidden work and contacts that are visible to you.

Written by Lachlan Macindoe
Updated over a week ago