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You can allow one or more external partners (i.e. people outside your organisation) to access and collaborate with you on a contact.

  • By default this setting is turned off. It can only be turned on by an Organisation Admin.

  • You can restrict the pieces of information about a contact that are visible to external partners

  • Partners with access to a contact can post updates about the progress they are making with the partner

Get started

  • Turn on External Sharing of Contacts

  • Restrict the contact bio fields that are visible to external partners

  • Share a contact with one or more external partners

Related articles

  • Add a custom Data Sharing Agreement that your colleagues and external partners must agree to

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