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15.5 Employee Access to Email and Schedule Settings


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To provide your Employees the ability to have access to their edit their email or specific information about the ability to synch with Outlook or to a Blackberry or Smartphone and schedule settings within Tradepoint these are the settings and how they should be enabled.

An example below shows the Employees section of Security Settings with preferences enable to allow access to email and schedule functions for an Employee profile.

Note that the contact filter is set to view only their own profile and subordinates for the Regional Sales manager. The contact filter options can also be set to 'only themselves', and 'view all'.

This is just one example of how to enable the functions within an Employee profile for Employees to actively manage their Email and Schedule.

Note: if an icon on the tool bar section of security settings has NOT been enabled then any options checked off anywhere else will not be viewable since the icon will NOT be viewable from the Home, Tools or Personal tab.

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