What is the Security Tab? 

Please note: Only the Key Account Holder or Admin Users can see the Security tab which is found inside a contacts record via the 'Edit' button. 

The Security tab gives the user the ability to choose who in your user group can view a contact's record on a contact by contact basis.

Here you can choose who in your team has access to a contact - you can drag and drop between the list of available users/groups on the left hand-side and the list of permitted users/groups on the right hand-side as shown below: 

You can limit permitted users/groups to CreateReadUpdate or Delete by clicking the appropriate box – click on Update to save as shown below:

Can I apply this security restriction to contacts in bulk?

The Security restriction can be applied to contacts in bulk via List View where you can select certain contacts or a tag group of contacts and use the Security feature to restrict a user(s) access to contacts in bulk. 

When contacts are displayed in List View you can then select contacts by: 

  • All contacts
  • Cherry pick those by applying a check in the box
  • Select the first 50 or 100 listed 

Once your selection has been made if you click on the green Security button - as shown below:

You can then apply the security setting to your selected contacts to prevent some/all users from being able to access those contacts.

The example shown above shows that the user 'Helen' now has the ability to:

  • Create
  • Read
  • Update
  • Delete

The contacts that were selected in List View - and that no other users can access these contacts if the 'Update' button is clicked to save this setting.