Task · Admin console

Choose who sees contacts

Decide who can create contacts and which contacts each person sees.

Screen
Contacts
Section
General settings
Steps
4
Version
1.0
Updated

Also searched as: contact visibility, contact permissions, restrict contacts, hide contacts, my contacts, team contacts, who can create contacts, access, privacy, assigned contacts

Markdown version

You opened step 3: Choose which contacts each person sees

What you can do

Each person sees the contacts they should

Decide who can create contacts, and whether each person sees their own contacts, their team’s or all of them. In 4 steps.

  • Everyone creates, or only managers
  • Own, team or all contacts
  • Applies when you save
  • Conversations stay as they are

Steps

  1. Step 1 of 4

    Open Settings

    Both settings are on the Settings tab of Contacts.

    In Contacts, open the Settings tab. It has two parts: who can create contacts, and which contacts each person in the workspace sees.

    • Contacts › Settings
    • Who creates, and who sees what

    Watch step 1 on the screen

  2. Step 2 of 4

    Choose who creates contacts

    Everyone, or only authorized managers.

    Contacts can always be created in Bridge; this decides who can. With Let anyone create contacts on, every person in the workspace can add a contact, from the directory or from a conversation they are answering. With it off, only managers with permission to create contacts can add one; everyone else keeps working with the contacts they already see.

    • On: anyone can add a contact
    • Off: only managers with permission

    Watch step 2 on the screen

  3. Step 3 of 4

    Choose which contacts each person sees

    What each person sees by default.

    Turn on Restrict contact access and choose what each person sees by default: Own contacts only (the contacts assigned to them), Team contacts (those of every member of their teams) or All contacts. A person granted wider access elsewhere keeps it. With access not restricted, everyone sees every contact.

    • Own, team or all contacts
    • Wider access granted elsewhere is kept
    • Not restricted: everyone sees everything

    Watch step 3 on the screen

  4. Step 4 of 4

    Save the changes

    Nothing applies until you save.

    Unsaved changes shows while you edit. Select Save changes to apply them, or Discard to go back. Contact access and conversation access are separate: saving never changes who can open a conversation. Each contact is assigned with its Owner, when it is created or imported.

    • Save changes or Discard
    • Conversation access does not change
    • Contacts are assigned with their Owner

    Watch step 4 on the screen