The visibility feature lets you choose which users can see or find objects like contacts, deals, and spaces on the list. To choose the visibility settings available to users when adding new objects, you need to have an Administrator role.
In this article, you'll find information on:
Visibility Settings
To adjust the settings, go to Account Settings -> Permissions -> Visibility -> Contacts.
Next, choose the objects you want to set up:
You have three visibility settings options:
public – all users can see the object in the list and access its profile,
private – each user can see the object in lists with basic information but doesn't have access to the profile. Only the Owner and Members (invited users) can see the full profile,
hidden – only the Owner and Members can see the object on lists and have access its profile.
In this section, you can also choose which visibility option will be the default when adding a new object.
Expanding permissions to other users
If the situation requires adding other users to a contact, deal, or space that is not public, you can invite them as members.
To specify the permissions for members, go to Account Settings > Permissions > Access and and choose the edit icon next to the Member role.
In the next step, you can choose a set of permissions from the list for each area:
Members invited by default
To avoid inviting individual users each time you add a new item, you can ou can define users who will be automatically invited by default.
To set up default Members, go to Account Settings -> Permissions -> Access, then click Edit next to the Member role. From there, you can select the appropriate users in the Invited by default field - separately for contacts, companies, and sales opportunities. You can choose a single user, multiple users regardless of their team, or entire teams.
The team manager automatically has access to contacts, sales opportunities, and spaces managed by their team members, so there’s no need to invite them to these objects separately.
If you select User's Main Team in the Invited by default option, the team of the person adding the new item will become the Member.
It's important to remember this when creating a new Contact or Deal, but assigning someone else as the Owner. In this case, the default invited team will still be the one, the User who creates the item belongs to - not the team of the new Owner.
Assigning access to a single object
If you want to add a Member (or Members) to just one item, you can do this by using the Edit option directly in the contact or deal profile.
Assigning access to multiple objects at once
If you need to change or add a participant to multiple items at once, the best option is to use the "List Operations" feature:
Go to the Contacts/Deals tab,
Select the List Operations option,
Mark the items for which you want to change the participant,
Choose the Change User option,
In the change form, first select the appropriate role, which is Member, and then add the relevant Users.
See also:
Additional Information:
If you need extra roles, new types of access, or want to assign multiple managers to one item, you can use the advanced permissions available in the Growth and Professional+ plans.
For more details, visit: