Specifying view and edit security for entities
You can specify permissions to view and edit entities from the table or from an entity's banner:
- To set the permissions for an entity from the data table:
- Navigate to the Contacts workspace
- Click the More Actions button
for the entity and select Security.
- To set permissions for an entity from the entity's banner:
- Navigate to the entity's detail page
- Click the More Actions button in the banner and select Security.
If the Hierarchical Access Model is enabled by your administrator then the Security menu option is disabled for people and companies.
Related Articles
Merging entities
If you have duplicate data records in the database that refer to the same person or organization, you can merge their information to create a single record. After the records are merged, all instances of the source entity are replaced by the target ...How to Add a New Household, Contact, or Company
You can add Contact and Company records to the system on the Contacts workspace. Best Practice: Whenever you add a Contact, Create the Household first unless it is to be added to an existing Household, even for single individuals. Add a Household and ...Saved lists
Saved lists are static lists that users can create to contain entities. Membership on the list is curated by the user rather than by search or filter criteria. You can create personalized saved lists of entities. They should be ones that you ...Copying entities
If you are adding a new entity with information similar to an existing one, you can save time by copying the existing entity. This lets you avoid wasting time re-entering information that can be duplicated. There are two ways to copy an entity: On ...Relationship Hierarchy
The relationship hierarchy displays all the relationships other entities have with the entity you are looking at. It uses a tree-type view. This structure is company and household oriented, but the tree also displays user-created relationships ...