More than one assigned user per note; now include secondary users

Expanding on our memos/notes capability, ShalomCloud now accommodates assigning additional users to a memo. The term you’ll see on the screen is “interested parties.”

Until now, you could assign one and only one user to a memo. There is still a primary “assigned to” person; but now, you can select any number of additional users who have access to that memo. All that’s required is that they exist as users in the system, and that they have at least the family permission. If an intended user is not in the list, you’d need to create that person as a ShalomCloud user, and give that user at least Read permission on families.

Each memo contains a checkbox to declare it as private. Once so declared, only users attached to that memo, either as primary or as an interested party, will be able to edit the item. That includes changing the reminder date, marking it complete, and even changing the topic. Non-attached users will, as before, be able to view most fields, other than the body of the note, which says, “*** Contents of note private ***”.

If you’re not at all familiar with this aspect of ShalomCloud, let us repeat this information from a prior post, to wit:

For the notes/memos–you can now receive an email with your individual tasks that are past due (which appear in red), or due within the next seven days.  Your administrator can determine the timing and frequency of those “push” emails–for example, the system can send the emails at 11 pm, seven days a week; or, if that seems too often, perhaps 5 am Monday through Friday.

Feel free to view the visual demonstration of this expanded capability.