Client and contact records can hold sensitive details, such as phone numbers, addresses, or contract terms. With a custom permission set, you choose exactly who can see this information and who can change it.
Custom permission sets are available on the Ultimate subscription plan.
đ Not sure about the difference between clients and contacts? See Employees, Contractors, Clients, and Contacts: An Overview.
Set Up the Permissions
Go to Settings > Permission sets and click + New permission set. You can also open an existing custom set.
Open the Contacts & Clients section and turn on the permissions this set should have.
Click Save changes.
Assign the permission set to each person who needs this access, then click Update person.
đ Learn more in Assigning User Permission Sets.
The Contacts & Clients Permissions
Clients
View clients: see client information.
Add and manage clients: create clients and manage their details.
Deactivate and offboard clients: deactivate and offboard clients and their resources.
Contacts
View contacts: see contacts.
Add, edit, and delete contacts: create, change, and remove contacts.
Custom fields on clients and contacts
View contact custom fields: see regular custom fields.
Edit contact custom fields: change regular custom fields.
View sensitive contact custom fields: see fields marked as sensitive.
Add, edit, and delete sensitive contact custom fields: manage sensitive fields.
đ Client and contact custom fields are set up in Settings > Custom fields > Contacts.
đ For every permission group, see Permission Groups and Permissions.