Contacts Permissions

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The Contacts permissions allow you to view, add /edit contact (people) records for an internal company, counterparty and relation record.  These permissions are found under the Contacts section on the Edit roles screen.

 

contacts_permissions

 

Permission name

Function

Edit contact address

To add or edit contact address information

Edit contact user

To add or edit Agiblocks user information for an Internal company contact, including passwords.  This permission also will show permissions assigned to a User on the Users screen.

Edit contacts

To add a new contact or edit an existing contact record.

View contacts

To see the contacts section at the top right side of a Counterparty or internal company screen screen. Also shows the Users tile on the Setting screen.