Enterprise Permissions Enterprise Only

Documentation Index

Fetch the complete documentation index at: https://support.affinity.co/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

1. Who can access Enterprise Permissions?
2. What is the difference for accounts with Enterprise Permissions?
3. What remains the same regardless of Enterprise Permissions?
4. What can my immediate team see? What can all users see?
5. How can the Enterprise Admin manage users and teams?
6. What content types can the Enterprise Admin adjust sharing options for?
7. What happens to the notes attached to synced meetings if the synced meetings get deleted?
8. What levels of sharing options can the Enterprise Admin toggle on/off for these content types?
9. What if the Enterprise Admin changes the sharing options after users have already shared content?
10. How will Enterprise Permissions affect the Affinity API and my integrations?
11. FAQ and Edge Cases

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Who can access Enterprise Permissions?

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What is the difference for accounts with Enterprise Permissions?

• Create and manage users, teams, and permissions.
• Customize the level of sharing permissions for 7 different content types.
• More granular syncing options by disabling email bodies and/or private calendar meetings from syncing into Affinity - please reach out to your Affinity representative to learn more.
• Filtering interactions by specific team members will be limited to just the users within the team(s) you’re in, not across all users on your Affinity account.
• Access all lists created by all users, even private lists not created by the Enterprise Admin.
• Export all notes and all lists across the account by having exclusive access to the Export Data tab in Settings.

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What remains the same regardless of Enterprise Permissions?

• Relationship Strengths & Highlights are still shared across all users on the account.
  • Connections and Alliances (as shown on lists and profiles)
  • Strongest Relationship (as shown on lists and profiles)
  • Source of Introduction (as shown on lists and profiles)
  • Introductions Made (as shown on profiles)
  • First Email and First Meeting (as shown on lists)
  • Last Email, Last Meeting, and Last Contact (as shown on lists and profiles)
• Enriched fields and global fields are still shared across all users on the account.

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What can my immediate team see? What can all users see?

• Depending on how collaborative or sensitive you and your team members are with sharing lists, synced emails/meetings, manually logged interactions, notes, files, and reminders, the Enterprise Admin can toggle on-and-off different levels of sharing for these content types.
• *List-specific fields on a given list will only be available to you and the Enterprise Admin if the list is private to yourself. List-specific fields will be available to your specific team members if the list is only shared with your specific team. However, list-specific fields on a given list can be available to all users if the list is shared with everyone.

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How can the Enterprise Admin manage users and teams?

1. As the Enterprise Admin, click on Settings on the left-side of your screen.

2. Click on Users & Permissions on the left side to see all Users, Teams, Roles, and Sharing Permissions.

3. On the Users tab, you can click the checkbox for multiple users to bulk-add them to create a new team or add to an existing team.

1. Click on each user’s name to see which lists they have access to and what roles they have on each list. You can also give them access to other lists, add them to teams, or deactivate them if they’re no longer using Affinity.

4. On the Teams tab, you can create a new team or click on an existing team to see all users on that team and add new team members. You can also give teams access to specific lists.

1. If you set Synced Emails and Meetings to be shared with Teams only, you can also change the privacy preferences for each user. You can also click on the Lists tab to see all the lists that this team has access to.

5. On the Roles tab, you’ll be able to see which account roles have access to which permissions and click Edit Permissions to enable/disable access to certain permissions based on account role.
6. On the Sharing Permissions tab, there are three different sharing options the Enterprise Admin can toggle on/off for each content type, depending on the team’s preferences: Everyone, Teams and users, and Only you. At least one of these must be toggled on.

7. The Enterprise Admin will be able to share and change list access to all lists, even for private lists created by other users.

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What content types can the Enterprise Admin adjust sharing options for?

1. Synced Emails & Meetings
2. API
3. Synced Meeting Notes

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Notes

5. Logged interactions (Meetings, Calls, and Messages)
6. Files
7. Reminders
8. Default Sharing Permission
9. Fallback Behavior

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How will Enterprise Permissions affect the Affinity API and my integrations?

• Users will only be able to read content from Affinity via API according to their permissions.
• If you’re using Affinity’s native integrations that push files (e.g. Box, Dropbox, Google Drive, or SharePoint) or push notes to Slack or Microsoft Teams, you will want to make sure that the user who configures the integration has access to all the files or notes that you’d want pushed to those platforms outside of Affinity. This is why sharing with Everyone is the only available sharing option.
• Content that is created in Affinity via API will default to being shared with Everyone so that integrations continue to work as they did previously.

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FAQ and Edge Cases

• If a user (Team A) sent an email to an external, but also has another user (Team B) on the CC line, can team members from Team B also see that email?
  • Yes, the email will appear to all team members in both Team A and Team B.
• How much content is shown when two or more users with different privacy settings on the same team are included on the same email thread?
  • The user with the most revealing privacy settings will have their privacy setting applied for that email thread.
• What happens when a user is not on any teams at all? Can they see their team members’ interactions?
  • The user cannot see any of their team members’ synced emails/meetings and team members cannot see the user’s emails/meetings - being added to a team is what gives a user access to their team members’ synced emails/meetings.
• If a team gets deleted, what happens to content that’s been shared with that team?
  • The content that’s been shared with that team will change to Private.
• Can Enterprise Admins view private saved views?
  • No, they cannot.
• Can I use Enterprise Permissions to block exports from Affinity Analytics?
  • No, this is not possible today.

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Questions/Feedback?

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Screenshots