How to Restrict Access to Companies or Contacts

System Admins and Business Admins have the ability to restrict users’ access to companies and contacts.  For those whose access is restricted, the company and/or contact will still be visible on the listing pages and in search results when creating a lead, but on the restricted company’s and/or contact’s detail page, the tabs and Quick Actions Menu will not appear.

To restrict access to a company:

• From the Company Detail Page, click “Restrict Access” from the Quick Actions Menu.
• In the “Restrict access to the following users” field, add the names of all the users to whom this company can be accessible.
• Click “Save Restriction”.
• Access will become restricted for any users at or below the User Role of Business Manager who are not added to the list.
• In the event the field is not filled out, all users will continue to have access to the company.
• The Notes Tab on the Company Detail Page will reflect any access restrictions associated with the company.

To restrict access to a contact:

• From the Contact Detail Page, click “Restrict Access”.
• In the “Restrict access to the following users” field, add the names of all the users to whom this contact can be accessible.
• Click “Save Restriction”.
• Access will become restricted for any users at or below the User Role of Business Manager who are not added to the list.
• In the event the field is not filled out, all users will continue to have access to the contact.
• The Notes field on the Contact Detail Page will reflect any access restrictions associated with the contact.

To edit or remove a company’s or contact’s restrictions:

• Navigate to the Company or Contact Detail Page.
• Click “Restrict Access”.
• To edit: Users may be added by following instructions above.  Users’ access may be removed by clicking on the “x” to the left of the user’s name(s) and click “Save Restriction”.
• To remove restrictions: Remove all users from the list and click “Save Restriction”.
• The Notes Tab on the detail page will reflect any changes made to the access restrictions for the company or contact.

Please note: All access restrictions placed on a company will also automatically apply to all contacts associated with the company.  All access restrictions placed on a contact will only apply to the contact and the company will remain accessible to all users unless otherwise restricted.