Permissions Matrix for Contacts

Members can:

  • Add a new Contact - Yes
  • View Contact - Yes
  • Add Contact Records - Yes
  • Edit an Contact - only if nominated as Assignee
  • Delete an Contact or a Record - No

Permissions Matrix

For Contact Records, the local role of Assignee comes from the Contact Assignee. There is no Assignee or other local role applicable to Requirements.

*Observer = active user not assigned to any permission group