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Managing Contacts (CRUD)
Overview
Contact records can be viewed, edited and deleted by your internal staff.
In this guide, we will show you how to set up the needed security groups and assign the pertinent security rights to these groups so that the your staff can perform the above mentioned operations (CRUD):
- Create
- Read
- Update
- Delete
Viewing contacts
For viewing contacts, the only security rights necessary are:
- Control
- Community Manager
As always, it is best practice to add these to a security group, then assign the staff members to that group.
Example:
Those staff members will see contact records as such:
As you can see, the Add and Edit buttons are not present.
Editing/Adding contacts
For adding and editing contacts, the necessary security rights are:
- Control
- Community Manager
- Contact Management
Add those to a security group then assign the staff members to that group.
Example:
Those staff members will see contact records as such:
The Add and Edit buttons are now present.
Deleting contacts
For viewing, editing, creating and deleting contacts, your staff will need the following security rights:
- Control
- Community Manager
- Contact Management
- Security
Add those to a security group then assign the staff members to that group.
Example:
Those staff members will see the Add and Edit buttons on the contact record, but will also see the Delete button when they edit a contact:
The users set in that security group, having those security rights, will be able to fully manage all contact records in the CRM.
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