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Grant users permission to create contacts
Grant users permission to create contacts
- Matt Kepple
Owned by Matt Kepple
If you are an Organisation Admin you can decide which types of user are allowed to create contacts.
Steps
The Contacts section displays the user roles that have permission to create and delete contacts
To allow all Project Managers or all Project Reporters to delete a contact, set their permission to Yes in the Create a contact column of the permissions table
Press Save
Restrictions
Contacts are created within projects
So to create a contact:
Your organisation must have at least 1 project
Your project must have at least 1 Contact Form assigned to it
You or one of your colleagues must be part of that project and have a role that you’ve permitted to create contacts
, multiple selections available,
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