Page Comparison

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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1. Go to the Project Preferences page. One of the ways you can get there is by

   1. Selecting My Apps in the top menu

   2. Select Projects

   3. You arrive on the Manage Projects page

   4. Selectyour project

   5. You arrive on the Project page

   6. Select More Options in the cover section

   7. A dropdown menu appears

   8. Select Preferences

2. You arrive on the Project Preferences page

3. Review the permissions granted in the Form Editing Permissions box

   

4. 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)

5. By default, Project Managers and Organisation Admins have permission to edit all forms on a contact’s record.

6. If you want Project Reporters to be able to edit forms on a contact’s record, grant them permission by ticking the appropriate box

7. Scroll to the bottom and press Save.

8. That’s it.

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