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Contact and Company Sharing: Choosing the Right Setup for Your Team

The contact and company sharing permissions determine which names and businesses different users are able to see.  These permissions are based around access to other user’s contacts, and a user can have “Edit” access (view and edit), “View” access (view but not edit), or no access (not even view) to each other user’s contacts. These permission options can be used to determine what each individual should be able to access, and what actions they can take on those records.

There are a number of possible permission setups, depending on how your team works. For example, you may want your sales team to be able to see each other’s data so they know which accounts and contacts have already been identified, but not be able to edit other salespeople’s records or leave notes. In this situation, you can give salespeople “View” access to each other’s records while setting up the sales manager with “Edit” access to every salesperson’s data.

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Alternatively, if you have an administrative assistant that works with multiple team members, the administrative assistant may have “Edit” access to the contacts of every team member they assist, while the other users have access to only their own contacts.

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If you have multiple teams in the CRM, you can restrict permissions between teams while allowing everyone who works together to share data. For example, if your marketing team works collaboratively they may be able to access each other’s data, but your sales team isn’t, so they should have access to only their own data. The manager for each team can access all of their team’s data to review their team’s work, and the CEO can access everything.

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There are many different ways permissions can be applied, and if you’re not sure what is best for your team contact us and we can help!

Next up:
Calendar and Task Sharing: Choosing the Right Setup for your Team
Keywords:
User permissions, team settings, contact visibility, access, team