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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If you see a grey or blue box around the name of a form rather than being able to see the details of the form, then this article will help you resolve the issue in a couple of minutes.
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Why it happens
Every project now has the ability to control two things:
1. Which Contact Forms can be ADDED to the bio of a contact in that project
2. Which user groups are allowed to EDIT or COMPLETE each Contact Form on the bio of a contact in that project
So if you don’t have permission to edit a contact, the way to fix it is straightforward. A project manager or organisation admin simply needs to (1) ensure that the Contact Forms that aren’t appearing have been added to the project; and (2) ensure that all User Groups have been given permission to complete that Contact Form
How to fix it
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In summary
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These steps are for can only be done by Project Managers or Organisation Admins |
Go to Project Preferences for each project
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
https://www.loom.com/share/50161dadf59b4f09b9654a59c28c5ba9
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Go to the Project Preferences page. You One of the ways you can get there is by
Selecting My Apps in the top menu
Select Projects
You arrive on the Manage Projects page
Selectyour project
You arrive on the Project page
Select More Options in the cover section
A dropdown menu appears
Select Preferences
You arrive on the Project Preferences page
Review the permissions granted in the Form Editing Permissions box
If the Contact Form you want to grant permission to edit is not displayed as a column in the table, you need to add it in theContact Forms to use when editing a contact box. (How to do that)
By default, Project Managers and Organisation Admins have permission to edit all forms on a contact’s record.
If you want Project Reporters to be able to edit forms on a contact’s record, grant them permission by ticking the appropriate box
Scroll to the bottom and press Save.
That’s it.