Who sees what

Once people are put in units, each unit’s work sits behind a wall. WingUp keeps the walls in the database itself, not only on the screen: a person cannot reach another unit’s work by a link or a search.

The rules

Behind the wall: meetings and appointments, tasks (requests, complaints, callbacks, cases), calls and chats with their summaries, and the activity on a customer’s timeline. Shared by everyone: customers (contacts), companies, products and orders. A customer who calls two departments is one contact. Each department sees only its own appointments, requests and calls with that customer. A unit is closed by default. Open a unit only when its work is not private, for example the branches of a shop chain that help each other.

How the app shows it

Your unit, in the sidebar

The card at the top of the sidebar says where you are. A person in one unit sees Your unit with its name, and Manager when they manage it. A person in several units, and the owner, see Showing with a list: pick a unit, and the lists show only that unit and the units under it. Pick All your units (or The whole business) to see everything you may see again. The list only filters. It never lets you see more than your units.

The bar over a list

Tasks, Bookings and Conversations say at the top whose work they show:

• You see the work of Haifa — you are in Haifa, and other units’ work is hidden from you.
• Showing Tel Aviv only — you picked a unit in the sidebar. Press Show everything to see all you may see.

The unit of each task and appointment

Every task and every appointment shows a chip with its unit, in the list, on the board and in the week view.

Calls and chats

A person in a unit sees the calls and chats of their units only. A call takes the unit of the line it came in on, or the unit the caller asked for during the call. A call that reached no unit is seen by the owner and by the person at the top of the structure.

A record of another unit

A link to a record of another unit opens a Locked record page. It says which unit the record belongs to, and never shows its title or content. A person whose role allows it can press Request access (see Request access). Everyone else is told to ask that unit’s manager.

On the phone

The bar and the chips are the same on a phone.

What reached no unit

A request or an appointment with no unit, after the walls are up, is listed under Not in any unit on the structure page. The owner and the person at the top of the structure see it. When a task is assigned to a person who belongs to exactly one unit, it goes to that unit by itself.

The agent

The agent is one for the whole business. On a call it uses what it knows about the caller from every unit, within the caller rules you set for the agent. What it writes down — the summary, the request, the appointment — goes into the unit of the call, behind that unit’s wall. See The agent in a unit.

Who may see what, for your records

On the structure page, press Download as a sheet under Who may see what. The sheet lists every person, each unit they reach (also the units under their own), the unit it comes through, their role there, and whether they manage it. A record opened with a reason is listed with the time it closes. Keep it, and check it from time to time.

For clinics and offices that keep sensitive records

The structure helps you follow the common rules for health and legal records: access by role and need, a list of who may see what, and a record of every access. In Israel these come from the Ministry of Health’s rules on the patient record and from the privacy protection regulations on data security. Keep your own procedure for giving access, train your staff before they get access, and review the Who may see what sheet and the Access requests list from time to time.

Contact support

Write to wingy@wingup.ai.