Permission profiles and owner-contact access
Match permissions to the employee’s role and review private-contact access separately.
Match permissions to the employee’s role and review private-contact access separately.
Use your own account. Available sections depend on your permissions and the modules enabled for your agency.
Where to find it
Management → Permission profiles
Permission profile · View owner contacts
Step-by-step instructions
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Select a permission profile in the user record to populate permissions and categories. Review them before saving; manual changes may make the user’s permissions differ from the profile.
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Check owner-contact permissions separately. Access can be limited to properties of selected agents; the full permission reveals contacts across all accessible properties.
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Save your changes and reopen the record. Check that the values are correct; if a validation message appears, correct the highlighted fields.
Check the result
Check details and access from the employee’s account. The profile should contain work contacts and permissions should match their responsibilities.
If something goes wrong
If a menu item or button is missing, ask your administrator to check your permissions and the module. Do not create another record just because the first attempt is not immediately visible.
