Access to contacts: Difference between revisions
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{{#seo: | |||
|title= Access to contacts | |||
|titlemode=append | |||
|keywords=planfix, contacts, access, contact template, access to contact template | |||
|description= Access to contacts | |||
}} | |||
Access to a [[Contacts | contact]] can be set when creating the contact or in their [[Contact cards | contact card]], in the '''Permissions''' panel. This panel also contains a complete list of users who have access to the contact and the type of access they have: | Access to a [[Contacts | contact]] can be set when creating the contact or in their [[Contact cards | contact card]], in the '''Permissions''' panel. This panel also contains a complete list of users who have access to the contact and the type of access they have: | ||
https://s.pfx.so/pf/ZD/Hkw4qL.png | https://s.pfx.so/pf/ZD/Hkw4qL.png | ||
Access to additional contact fields can be set for each field in the [[Contact templates | contact template]]. Permissions regulate whether or not a contact can be seen in different Planfix sections, such as tasks, reports, planners, etc. | Access to additional contact fields can be set for each field in the [[Contact templates | contact template]]. Permissions regulate whether or not a contact can be seen in different Planfix sections, such as tasks, reports, planners, etc. | ||
==Bulk changes to permissions== | ==Bulk changes to permissions== | ||
In the '''Contacts''' section, you can select the desired [[Contact filters | contacts using a filter]] and change their access using a bulk update: | In the '''Contacts''' section, you can select the desired [[Contact filters | contacts using a filter]] and change their access using a bulk update: | ||
https://s.pfx.so/pf/0s/tk6F6o.png | https://s.pfx.so/pf/0s/tk6F6o.png | ||
===Useful tip=== | ===Useful tip=== | ||
You can set permissions for newly created contacts by setting the required parameters in the contact template. | You can set permissions for newly created contacts by setting the required parameters in the contact template. | ||
==Important== | |||
If an employee takes a call from a contact, they are automatically granted access to this contact. | If an employee takes a call from a contact, they are automatically granted access to this contact. | ||
Revision as of 08:12, 25 December 2024
Access to a contact can be set when creating the contact or in their contact card, in the Permissions panel. This panel also contains a complete list of users who have access to the contact and the type of access they have:
Access to additional contact fields can be set for each field in the contact template. Permissions regulate whether or not a contact can be seen in different Planfix sections, such as tasks, reports, planners, etc.
Bulk changes to permissions
In the Contacts section, you can select the desired contacts using a filter and change their access using a bulk update:
Useful tip
You can set permissions for newly created contacts by setting the required parameters in the contact template.
Important
If an employee takes a call from a contact, they are automatically granted access to this contact.