I can't edit a contact

Owned by Matt Kepple
Last updated: Jun 27, 2023
3 min read

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.

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.

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

In summary

These steps can only be done by Project Managers or Organisation Admins

  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

Watch the 60 second video walkthrough

https://www.loom.com/share/50161dadf59b4f09b9654a59c28c5ba9

Follow these steps

These steps are for Project Managers or Organisation Admins

  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. Select your 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 the Contact 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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