Access to contacts: Difference between revisions
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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/ | https://s.pfx.so/pf/V0/PMt3vJ.jpg | ||
===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== | ==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 09:58, 27 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.