Unicentric servicexpertClassic ManualUser MaintenanceAdd permissions to another users contact folder

Add permissions to another users contact folder

If a user needs to copy a contact record into another users "My Contacts" folder, they will need permission to do so. The user can grant permision for the other user, or a user with User Maintenance permission can set these permissions.

Add Permission

1. First navigate to Tools > User Maintenance

1. First navigate to Tools > User Maintenance

2. Select the user in the list

Click on the user's name to load up their info. This is the user of the target contact folder.

3. Click the My Contact Permission button

3. Click the My Contact Permission button

This will open the permission dialog window

4. Select Users in the User Groups dropdown

4. Select Users in the User Groups dropdown

5. Find the user in the list, and click on their name to select

6. Select the permisssions

6. Select the permisssions

Select Advanced, Custom, Create, Create Items, Edit All, and Delete All

7. Finally add the user

7. Finally add the user

Click the (+) button to add the user

Remove Permission

Remove Permission

From the permission dialog select the user in the "Users with permissions" list that you want to remove, then click the (-) button to remove.