Permission settings on editing Clients/Partners contacts

CONTENTS

The member who added contact for the first time becomes the Contact Master and is given the authority to set the permission to edit the contact. The Contact Master  automatically has access to the contact, and cannot have the access taken away.

By setting permissions on editing a contact, you can prevent contact information from accidentally edited or deleted. Only the administrator can change Contact Masters and no other member is authorized to do the same.

 

The following are the permission types for editing a contact.
  • Enable editing: Anyone with access to the contact can edit freely.
  • Disable editing: Only the Contact Master can edit the contact.

Set up contact editing permission

Mobile

  1. Tap ‘Contacts’.
  2. Tap  and then ‘Add clients/partners’.
  3. Enter the contact information of a client/partner, and then turn on/off ‘Enable editing’ and tap ‘Save’.

PC Web

  1. Click  on the top.
  2. Click ‘Add contact’.
  3. Click ‘Clients/Partners Contacts’.
  4. Enter the contact information, and then turn on/off ‘Enable editing’ and click ‘Save’.

Make changes to contact editing permissions

Mobile

  1. Tap ‘Contacts’.
  2. Tap the ‘Clients/Partners’ tab.
  3. Tap the name of the contact to edit.
  4. Tap    .
  5. Tap ‘Edit’.
  6. Make changes on contact editing permission in the ‘Enable editing’ section. Only the Contact Master can view and make changes in the ‘Enable editing’ section.
  7. Tap ‘Save’.

PC Web

  1. Click  on the top.
  2. Click ‘Clients/Partners’ in the left menu.
  3. Click ‘All Contacts’ under ‘Clients/Partners’, or the tag name of the contact to edit.
  4. Click the contact to edit.
  5. Click  and then ‘Edit’ in the detailed view of the contact on the right.
  6. Make changes on contact editing permission in the ‘Enable editing’ section. Only the Contact Master can view and make changes in the ‘Enable editing’ section.
  7. Click ‘Save’.
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