Managing permissions in Contacts Pro

Permissions control who can add, edit, and delete contacts and groups in a shared Contacts Pro. Choose a single mode for the whole channel, or switch to custom permissions to grant rights member by member. This page shows how to set permissions and how per-member rights work.

Permissions settings are available to the owners of the Contacts Pro. You need to be an owner to change them.

Permission modes

Contacts Pro offers three permission modes. By default, everybody in the channel can manage contacts and groups.

Everybody can edit All channel members can add, edit, and delete contacts and groups.

Only the owners can edit Only the owners of this Contacts Pro can add, edit, and delete contacts and groups.

Customize permissionsPlatinum Set per-member rights to add, modify, and delete.

Custom per-member rights are part of Advanced permissions and require a Contacts Pro Platinum license.

Set the permissions

1. 1

   Click the Settings icon in the top-right corner of the contacts interface, then select Permissions.

2. 2

   In the General permissions settings section, choose one mode: Everybody in this channel can add/edit/delete contacts and groups, Only the owner(s) of this Contacts Pro can add/edit/delete contacts and groups, or Customize permissions.

3. 3

   Click Save to apply your choice.

Customize permissions per member

Custom permissions let you tune rights for each user. When you select this mode, the Customized permissions settings section opens with a per-member table where you set rights individually.

1. 1

   Select Customize permissions to open the Customized permissions settings section.

2. 2

   Click Add member and use the search bar to find and add each member you want to configure.

3. 3

   For each member, set the rights with the checkboxes: Add to add contacts and groups, Modify to change them, and Delete to remove them. The member subscription level, such as Platinum, is shown alongside.

4. 4

   Click Save to apply the changes.

Good practices

• Review regularly: Check permissions often so they match current team roles and responsibilities.
• Limit access: Restrict rights to the people who need them to keep control of your contacts.
• Clear roles: Define roles and share them with your team to avoid confusion.

Related pages

• New to the app? Start by adding your first contact.
• See how rights and limits differ by plan in mixed tier usage in Contacts Pro.
• Automate contact management with Power Automate and Contacts Pro.