Modifying activity plan security settings

You can modify an activity plan's security settings.

To modify an activity plan's security settings:

1. Navigate to the Contacts workspace.
2. Select the contact whose activity plan you want to modify.
   The selected contact's profile opens.
3. In the Journal tab, in the Activities subtab, click the Action button  for the activity plan whose security settings you want to modify and select Edit.
   The Edit dialog opens.

4. Click the Security tab, and in the View Security field, select one of the following options to specify which users can view the activity plan.

   Info

   The Security tab is not available when the Hierarchical Access Model is enabled.

   • Public: Allow all users to view the activity plan.
   • Group: Allow only a group of users to view the activity plan. A new field appears:
     1. Click the Select button  in the Group field. The Select User Group dialog opens.
     2. Enter the name of the group in the Name field, and click Find. The corresponding user group names and descriptions appear below.
     3. Select the group you want to assign viewing abilities to, and click OK.
   • Private: Allow only you to view and edit the activity plan.
5. In the Edit Security field, select one of the following options to specify which users can edit the activity plan.
   
   • Public: Allow all users to view the activity plan.
   • Group: Allow only a group of users to view the activity plan. A new field appears:
     1. Click the Select button in the Group field. The Select User Group dialog opens.
     2. Enter the name of the group in the Name field, and click Find. The corresponding user group names and descriptions appear below.
     3. Select the group you want to assign editing abilities to, and click OK.
   • Private: Allow only you to view and edit the activity plan.
6. Click OK.
   The Edit dialog closes and the security settings are saved.

The activity plan's security settings are changed.