Privacy

Control the visibility that Karbon provides throughout your firm.

Andy Biggs avatar Lachlan Macindoe avatar
15 articles in this collection
Written by Andy Biggs and Lachlan Macindoe
FAQs

What are private contacts?

A contact can be made private, which means that only members of the client team will have access.
Andy Biggs avatar
Written by Andy Biggs
Updated over a week ago

How can I tell if an email is visible to everyone or just me?

You can see which emails are visible to your colleagues and which ones are only visible to you by looking at the information tabs.
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Written by Andy Biggs
Updated over a week ago

How do I know if a contact is private or public?

Some contacts and their work items can only be seen by authorized team members, these have a padlock icon next to their names.
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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.
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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.
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Written by Lachlan Macindoe
Updated over a week ago

Can I give a colleague access to one work item, but not a private client?

You can give a team member access to a piece of work without letting them see everything else associated with the related client.
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Written by Lachlan Macindoe
Updated over a week ago

What if I have one work item I want private for a public contact or an internal job?

If you have a one-off piece of work that you want private, you can create an ad-hoc contact.
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Written by Lachlan Macindoe
Updated over a week ago

How do I find out who has access to an email conversation?

Learn how to determine who on your team is able to view an email.
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Written by Lachlan Macindoe
Updated over a week ago