Contacts restrictions will allow you to limit what contact information certain members of the team can see depending on who their consultant/s are.
Who can use this feature?
How does the feature work?
In order for this feature to work, there are two things that will need to be set up in advance.
- Make sure that the user's records have the 'Contact Restrictions' setting enabled.
- Ensure that consultant details have been set within the contact records. If you are unsure about how to do this please refer to our help guide.
When the contact restrictions feature is enabled, you will be able to enjoy the following benefits:
- Unless you are set up as the designated consultant for a contact, the record will appear redacted.
- Along with the redacted view, if you are not set as the designated consultant you will not be able to export or download the contact's data.
- Only the designated consultant will be able to edit the contact record.
- If the contact record doesn't have a consultant set then the details will be visible to all users.
What is included in the redacted view?
If the consultant setting is enabled, the following details will be visible:
- List view: First Name, Last Name, Organization Name
- Preview panel: same as above. It will also indicate if purchases have been made, related contacts, marketing & events lists, and activity level.
Steps to change your users' access to contacts
- Go to Other > Admin > Users
- Click on the user you would like to edit
- Click on the Roles tab
- In the Contacts section enable Contact restrictions