Privacy and Sharing Settings

Before syncing your email and calendar, you'll configure what level of information you want to share with your teammates. This is a crucial step that balances collaboration with privacy.

Why This Step Matters

Your privacy settings determine:

What contact information your teammates can see
How much of your communication history is shared
Which interactions appear in team reports
How effectively your team can collaborate on deals and relationships

Understanding the Privacy Settings Interface

When you reach the Privacy Settings page, you'll see:

Left Side: Your sharing configuration options Right Side: Live preview showing exactly what teammates will see

The preview feature is invaluable - it shows you exactly how your profile will appear to different team members.

Contact Details Sharing

Choose how much contact information your teammates can see:

Option 1: No Information (Affects Some Functionality)

What teammates see: Nothing about your contacts
Impact: Severely limits collaboration and relationship intelligence
Recommended for: Generally not recommended for team environments

Option 2: Name and Job Only

What teammates see: Contact name and job title
Impact: Basic relationship mapping, limited collaboration
Recommended for: High-privacy environments with sensitive client relationships

Option 3: All Details (Default)

What teammates see: Full contact profiles, company info, relationship history
Impact: Good collaboration, full relationship intelligence
Recommended for: Most team environments

Option 4: All Details and Editing Abilities (Recommended)

What teammates see: Everything, plus ability to edit and update contact information
Impact: Maximum collaboration and data quality
Recommended for: Teams that work closely together on deals and relationships

Interaction Log Sharing

Choose how much of your communication history to share:

Option 1: No Information (Affects Some Functionality)

What teammates see: No communication history
Impact: No relationship intelligence, limited collaboration
Recommended for:High-privacy environments with sensitive client relationships

Option 2: Last Interaction Date Only

What teammates see: When you last spoke to someone
Impact: Basic relationship recency, no context
Recommended for: Basic relationship tracking without details

Option 3: All Interaction Dates (Default)

What teammates see: Timeline of all your communications
Impact: Good relationship intelligence, timing insights
Recommended for: Teams that need communication awareness

Option 4: All Interaction Types, Dates + Subject Lines

What teammates see: What type of communication (email/meeting) and email subjects
Impact: Better context for relationship history
Recommended for: Teams working on shared deals and relationships

Option 5: All Interaction Note Details (No Email Bodies)

What teammates see: Meeting notes and interaction summaries, but not email content
Impact: Good collaboration with privacy protection
Recommended for: Teams that want context without full email access

Option 6: All Interaction Details (Includes Email Bodies)

What teammates see: Full email content and meeting details
Impact: Maximum context and collaboration
Recommended for: Close-knit teams with high trust

Option 7: All Interaction Details and Editing Abilities (Recommended)

What teammates see: Everything, plus ability to add notes and edit interaction details
Impact: Maximum collaboration and data quality
Recommended for: Teams that work closely together and want to maintain shared relationship intelligence

Advanced Sharing Options

Global Sharing Settings (For All Your Contacts)

Apply the same settings to all your contacts
Simplest approach for most users
Good for: Consistent privacy preferences across all relationships

Differentiate Sharing Settings by Teammate

Customize what each teammate can see
Granular control over information sharing
Good for: Complex team structures or sensitive relationship management

How to Set Individual Permissions:

Click "Differentiate sharing settings by teammate"
Select a teammate from the list
Choose their specific access level for contacts and interactions
Repeat for each teammate as needed

Understanding the Impact

High Sharing = High Collaboration

Benefits: Better relationship intelligence, improved deal flow, stronger team coordination
Considerations: Less individual privacy, more shared context

Low Sharing = High Privacy

Benefits: Personal relationship privacy, client confidentiality
Considerations: Limited collaboration, reduced relationship intelligence

Finding the Right Balance

Consider:

Your team's working style - How closely do you collaborate?
Client expectations - What privacy do they expect?
Relationship sensitivity - Are you dealing with highly confidential relationships?
Team trust level - How comfortable are you sharing with teammates?

Privacy and Security Notes

Your Data is Secure:

All data is encrypted in transit and at rest
4Degrees follows SOC 2 Type II compliance standards
Your information is never shared outside your organization

You Control Your Data:

These settings only affect what teammates see
You can change these settings at any time
Changes take effect immediately
Your team will see the updated sharing levels right away

Administrative Controls:

Your team administrator may set minimum sharing requirements
Some features require minimum sharing levels to function properly
Contact your admin if you need to adjust organization-wide settings

What Happens Next?

After saving your privacy settings, you'll proceed to:

Step 3: Email and Calendar Sync - Connect your communication tools
The sync process will respect the privacy settings you just configured
Your teammates will only see what you've authorized them to see

Common Questions

Q: Can I have different settings for different contacts? A: Yes, we also give you the option to set specific sharing settings for individual contacts.

Q: What if I'm not sure what to choose? A: Start with the recommended settings for your team type. You can always adjust later as you get more comfortable.

Q: Will changing these settings affect existing data? A: Yes, changes apply immediately to all your existing contacts and interactions.

Q: Can my teammates see that I changed my privacy settings? A: No, they can only see the result (what you've shared), not the settings themselves or changes you make.

Need Help?

Contact Support:

Email: help@4degrees.ai
Include questions about specific privacy scenarios

Talk to Your Team:

Discuss team sharing norms with your colleagues
Consider setting consistent sharing levels across your team

Next Steps: Once you've saved your privacy settings, continue to Step 3: Email and Calendar Sync to start importing your professional relationships.

This is Step 2 of our 10-Step Getting Started Guide. Your privacy settings will be applied to all the data you import in the next steps.