How to grant users and teams access to a contact

To grant access to users, go to the Contacts module and open a contact. Click … in the navigation header and then click Settings. Click Access Control in the top left corner of the Settings window.  

You can add a relative role to: 

A new user  

To add a new relative role to a new user, click Grant Access in the top right corner.  

A Grant Access modal window will pop up. Select the users and relative roles from the drop-down menu. Roles can be defined in the Organization Configuration. Users can be defined in the Users module.   

Click Grant Access for the configuration to apply. 

An existing user  

To add a new relative role to an existing user, click the Users tab.  

Click … at the end of the row of the selected user and click add role.  

A Grant Access modal window will pop up. Select a new relative role from the drop-down menu. Roles can be defined in the Organization Configuration. Users can be defined in the Users module.  

Click Grant Access for the configuration to apply. 

An existing team  

To add a new relative role to an existing team, click the Teams tab.   

Click … at the end of the row of the selected teams and click add role. Roles can be defined in the Organization Configuration. Team can be defined in the Teams module.  

A Grant Access modal window will pop up. Select a new relative role from the drop-down menu. Roles can be defined in the Organization Configuration. Read on: Security Roles. 

Click Grant Access for the configuration to apply.  

Note! The clock symbol in the role tab symbolizes the time needed for implementation. After the page refreshes, the clock will disappear.