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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.

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

In summary

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

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

  6. Scroll to the bottom and press Save.

  7. That’s it.

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