Access to contacts
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.
Access to Contact тemplate
You can manage access to the contact template:
Permissions for newly created contacts can be set by configuring 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.