Contact Permissions

Contact Permissions

Permission Levels

Access to contacts is controlled by six permissions. Each can be granted or denied per role:

• View Contacts (contacts.view) — see the contacts list and open individual contact detail pages
• Create Contacts (contacts.create) — add new contacts manually
• Edit Contacts (contacts.edit) — modify existing contacts, restore soft-deleted contacts
• Delete Contacts (contacts.delete) — soft delete and permanently delete contacts
• Import Contacts (contacts.import) — upload CSV files to bulk-create contacts
• Export Contacts (contacts.export) — download contacts as CSV

Tenant Isolation

Contacts are scoped to your subaccount. Users in different subaccounts cannot see or access each other’s contacts, even if they belong to the same agency. This is enforced automatically at the database query level.

Role Assignment

Go to Roles in the sidebar to configure which roles have which contact permissions. The built-in "Full Access" role has all permissions enabled by default.