Diary permissions

Administrators can grant permissions to various aspects of diary usage. These are available on a per user basis in Utilities » Licensing and Users. They include:

• Access to diary reports
• Adding appointments and tasks
• Deleting appointments and tasks
• Editing appointments and tasks
• Enabling diary syncing (only applies if using Exchange integration)

For more information about permissions, please refer to the Security features in the System Admin guide.

Hiding users from the diary

Although users can be given diary permissions individually or as part of a group, they can be hidden from the Select Users drop-down. As a result, they can continue use the diary, but other people will not be able to see/select them.

To hide a user from the diary:

1. In PMS, click My Profile on the ribbon.

2. When the User Details screen opens, on the Notifications & Diary tab, untick Show User In Diary Application.

• Administrators can also set/unset this option in Utilities.

3. Click OK to save your changes.