Contacts Permissions

The Contacts tab lists the possible Service, Outreach, and Opportunities states for contacts. It defines permissions for the staff members with this profile to read, edit, delete, or move contacts that are in the selected states.

Staff members can manually set the state of a contact when adding or editing a contact record, or automatically by the system based on how the contact was added. For example, a contact who enters the system needing customer support would initially be classified in the Service state. If the contact expresses interest in a sales product and an opportunity is created, the contact’s state changes to Service and Opportunities.

Contacts Tab

Field	Description
Contacts	These options define the contact permissions for staff members with this profile.
Select All	Select this check box to select all check boxes in the Contacts section.
Add Contacts	Select this check box to let staff members with this profile add contacts.
Email Contacts	Select this check box to let staff members with this profile email contacts from an open contact record or from the Contacts tab of an associated record. With this permission, a staff member can click Send Email to the right of the Email field on a contact record or the Contacts tab to open a new message in their default email client (outside of B2C Service). The To field in the new message is populated with the contact’s email address.
Access Control	Select this check box to let staff members with this profile assign role sets to contacts for Community Self Service.
Permission by Contact State	Contacts are classified by their state, which can be Service, Outreach, Opportunities, or any combination of the three. In this section, set the permissions for staff members with this profile to view, edit, delete, and move contacts in these states and combinations of states. Click the Read, Edit, Delete, or Move column headers to select or clear all check boxes in the column.
Read	Select these check boxes to let staff members with this profile view contacts in the specified state.
Edit	Select these check boxes to let staff members with this profile edit contacts in the specified state.
Delete	Select these check boxes to let staff members with this profile delete contacts in the specified state.
Move	Select these check boxes to let staff members with this profile move contacts to different organizations.
Thread	These options determine if staff members can modify notes in contact records.
Select All	Select this check box to select all check boxes in the Thread section.
Edit/Delete Notes Created by Logged in User	Select this check box to let staff members with this profile edit and delete notes they have added to a contact record.
Edit/Delete Notes Created by any User	Select this check box to let staff members with this profile edit and delete notes other staff members have added to a contact record.