Using the Security button in List View


Please note: Only the Key Account Holder or Admin Users can apply security restrictions using this method as described below: 


1. Using List View you can set up user security access levels for contacts in 'bulk' to prevent a user(s) from having access or restrict access to certain features such as being able to view or edit contacts etc. 


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. 



2. 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 

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



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



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


  • Create
  • Read
  • Update
  • Delete


The security restriction will be applied to the contacts that were selected in List View.   Once the Update button is clicked the restriction you have chosen will be saved and applied to those contacts.