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If you can’t edit a contact, it’s likely due to the new controls your managers have over who has permission to edit which forms.

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You might see a grey or blue box around the name of a form rather than being able to see the details of the form.

How to resolve it

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In summary

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  1. Go to Project Preferences for each project

  2. Grant form editing permission to Project Reporters and/or Project Observers as required

You can see the permissions your colleagues have on each project by going to the Colleagues page

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Watch the 60 second video walkthrough

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