Personal Privacy Settings

At Affinity, we take your privacy seriously. We have designed a series of features to help you determine the extent of email/calendar data you'd like to share with your team members.

Overview

• Important callout for Enterprise tier accounts
• Select your personal privacy preference
• Hidden Contacts
• Enabling Auto-Upload for Files
• Important Callouts

Important callout for Enterprise tier accounts

• If you're on the Enterprise Tier and the Enterprise Admin set Synced Emails and Meetings to be shared with Teams only, only the Enterprise Admin will be able to set your privacy settings (see Enterprise Permissions).
  • Those who are not Enterprise Admins will see this alert to view their current privacy preferences by going to the Teams tab in Users and Permissions.
    
    
    

• However, if the Enterprise Admin set Synced Emails and Meetings to be shared with Everyone, then users can set their own privacy settings and learn more below.

Select your personal privacy preference

1. On the left side-bar, click Settings.
   
   
   
2. Click on the Personal Privacy tab, then select one of the three following privacy preferences. Any changes you make will apply retroactively to your synced email/calendar data.
   1. Share only my email subjects and meeting titles (DEFAULT)
      While email bodies will be hidden everywhere, you can still set exception and share email bodies with team members on a list-by-list basis. This means that only the team members with access to those lists will be able to see the email bodies of the interactions you have with people within those lists.
      
      
      
   2. Share all of my email and meeting content
      Share all your email/meeting subjects and email bodies. 
      
      
      
   3. Hide all of my email and meeting content
      Your team will only see the participants associated with the interaction, followed by the date and time the interaction took place.
      
      

Hidden Contacts

1. Add specific individuals to your Hidden Contacts tab if there is sensitive information involved (e.g. your doctors, physicians, friends, family members) via your synced email accounts. It will not be enough to merely delete these contacts because Affinity will auto-create them again if you continue to interact with them via your synced email accounts.
   
   
   
2. You can start typing in names or email addresses that you'd like to hide email communications for moving forward. Please note that hiding future email communications with these hidden contacts will apply to all of your team members' communications as well, not just yours.
   1. You can select from the dropdown of existing contacts.
      
      
      
   2. Or, you can write out the entire email address if they don't exist yet.
      
      
      
3. Though their profile pages will still be searchable and accessible, we will completely hide their email address and all interactions associated with them (even if the hidden contact is part of an email thread or calendar meeting associated with other external participants who aren't hidden contacts).
   

Enabling Auto-Upload for Files

1. Click on the Automatic File Upload tab to auto-upload files relevant to people, organizations, or opportunities on a list-by-list basis moving forward - please note that this is not retroactive.
   
   
   
2. Alternatively, you can also manually upload files and attach them to a profile page (see How to manually upload files).

Important Callouts

• Affinity only surfaces your interactions that include external contacts (i.e. people outside of your team). Any interactions that only consist of internal contacts (i.e. your team members) will be hidden. Learn more about Internal vs. External Contacts.
• If you and your team members have different personal privacy preferences, but are all involved in an interaction with an external contact, the privacy preference that is most revealing out of all users will take precedence.