Is it possible to hide people's names and contacts? How to adjust the visibility of contacts?
You can hide the names and contact details of your employees from clients or subcontractors. You can also hide contacts from other employees of your company. For example, you have several branches, and for some reason you need them to work anonymously.
In Worksection, you can use Nicknames 1 in your accounts without showing the real names of employees.
By default, the Nickname consists of the part of the employee’s email address (the one before @).
When an employee has a nickname, the display of his data depends on the privacy settings:
when both first and last names are open (two green locks) — Nickname is not used;
when hidden from customers (one lock is open, the other one is closed) — employees of your company see the First and Last Name, while clients only the Nickname;
when hidden from everyone (two red locks) — everyone, except administrators, sees only the member’s Nickname.
The same principle applies to two other privacy settings: contact visibility and online status. They can be “Visible for everyone”, “Hidden from client companies” or “Hidden from everyone”, except account administrators.
You can also adjust the visibility of contact data using mass operations in thePeoplesection. Choose the cards of the required users and select Privacy. Set the necessary parameters and click the “Apply” button to save the changes.
How to add private notes to an employee's or client's card?
You can make private notes about all users of your account, which are hidden for everyone, except the account owner and the administrator.
To make a private note, go to the People section, choose cards of the required users, and in the mass operations menu select the “Edit” item.
In the card editing window, click the “Contacts” button:
At the bottom of the window, click“More fields +” and“Hidden data+”. Enter the necessary information in the field and click the “Save” button.
Here you can fill in the participant’s contact information (add a phone number, as well as other contacts and pages in social networks).
To delete your profile from the account click on your avatar in the upper right corner and go to“Settings and profile”:
Scroll down the page. At the very bottom you will see the “Delete profile” icon. Click on it.
The system will ask if you are sure you want to delete your profile. If you still decide to do it, please confirm by clicking on“I’m sure I want to delete all data”:
Go to the People section, then point to the clock icon on the user’s card. A popup message will appear with the information on when the user
last entered the account 1 and
performed the last active action 2 .
Note: if the user logged into the account for the last time and made the last active action at the same time, only one message will be displayed: “Last action on ___”