Managing Permissions in Contacts Pro

Setting Permissions Settings

1. Open Permissions Menu:
   • Click on the settings icon located at the top-right corner of the contacts interface.
   • From the dropdown menu, select "Permissions."

2. General Permissions Settings:
   • In the permissions dialog, you will see the "General permissions settings" section.
   • Choose one of the following options:
     • Everybody in this channel can add/edit/delete contacts and groups: Allows all members to manage contacts and groups.
     • Only the owner(s) of this Contacts Pro can add/edit/delete contacts and groups: Restricts contact management to contacts owners only.
     • Customize permissions: Allows you to set specific permissions for each member.

Customizing Permissions

1. Customize Permissions:

   • Select the "Customize permissions" option to enable individual permissions settings.
   • In the "Customized permissions settings" section, you can manage permissions for each member.

2. Add Member:

   • Click on the "Add member" button to add new members to the permissions list.
   • Use the search bar to find and add members.

3. Set Individual Permissions:

   • For each member, set the following permissions by checking the appropriate boxes:
     • Add: Allows the member to add contacts and groups.
     • Modify: Allows the member to modify contacts and groups.
     • Delete: Allows the member to delete contacts and groups.
   • You can also view the member's subscription level (e.g., Platinum).

4. Save Permissions:

   • After setting the desired permissions, click on the "Save" button to apply the changes.
   

Managing Permissions Tips

• Review Regularly: Regularly review permissions to ensure they align with team roles and responsibilities.
• Limit Access: Restrict permissions to essential personnel to maintain control over the contacts.
• Clear Roles: Clearly define roles and communicate them to your team to avoid any confusion.