Protect Privacy of your Data

Once you have your team, external associates and clients all working together in the same project management and collaboration system, it's natural to want to keep some of that data separate and available only to certain users.

Here are a couple of tips on how to keep your data private and protected:

The Private Visibility feature in activeCollab will help you protect information that you don’t want to disclose to everyone involved in a project.

To make an object as Private, just choose the Private option when considering it's visibility:

You can mark any of your Checklists, Discussions, Files, Pages or Tickets as private. These items will then only be available to people with the can_see_private_objects permission set up in their System Role. Other people in the system will not be able to see or access these objects.

In this way you can have confidential files; team-only discussions; private pages and checklists; or tickets that you wish to resolve confidentially; in the same workspace where you are working on client projects, safe in the knowledge that only members of your team will ever be able to view them.

The Documents Module is a place where you can keep all important files, independent of individual projects and available across the whole of activeCollab. You can also store important company resources here, such as: company logos, client contracts, employee info, etc.

Since this is a global storage storage area, not specific to any project, you can easily control who can see and access Docs with two System Permissions:

1. can_use_documents
2. can_add_documents

Our advice is to keep the Documents section only for your company members, so it can be a place where you safely keep your company's archived files.