How to Manage Household and Contact Security
You can limit which users can see which contacts and household within your database. This is useful for larger teams who may have multiple advisors who do not share data.
There are three security options that can be applied to your households and contacts:
- Public – This is the default setting that will always be applied whenever you add a new household or contact.
- Group – This will allow you to permission a specific group of users to be able to see and edit a household or contact.
Note:
- Before you can use a Group, you will first need to reach out to Software Support at 801-553-9888 to have your user groups configured.
- Only the users within the user group will be able to set security permissions to that group.
- Private – This will block everyone, except the user who applied the security, from being able to see and edit a household or contact.
To update the security:
- Go to the Contacts workspace
- Click on the More Actions button next to the household or contact that you want to change the security for, then choose Security
- Choose Group in the Edit Security section. This will prevent users outside of the group from being able to edit the household or contact.
- Click the Add button
- Choose the group you want to allow permission for and click OK
- Set the same permission in the View Security option. This will prevent users outside of the group from being able to view the household or contact.
- Click OK to save your changes.
- Applying the security to a household WILL NOT automatically apply it to the household members.
- You must apply the security to each individual household and contact that you want to protect.
Note:
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