Confidential contacts
You can select contacts and clients as confidential, then set up group permissions to limit which group members have access to confidential and non-confidential contacts.
When a contact is set to confidential and permissions are set to restrict a staff member's access, then they won’t see that contact in the All Contacts list.
Enable confidential contacts
- SelectSetup, thenPermission Groups.
- Add or edit a permission group whose members should have permission to set contacts as confidential.noteWe recommend adding a new permission group for staff who needs permissions to access confidential contacts.
- SelectNext.
- If you selectEverythinginStep 2: Functionalityon theOnvio Setuptab, this feature turns on automatically. If you selectCustom, you need to turn onConfidential Contactsmanually.
- Continue to edit or set up the Permission group.
Set a contact as confidential
- SelectSetup, thenAll Contacts.
- Add or edit a contact.
- Select theGeneraltab, thenConfidential.
- Verify that the proper permission group members have access to the confidential clients.
note
You can't set staff as confidential.
Give access to confidential contacts
In
Step 3: Data
, you select whether group members can access confidential and non-confidential contacts.- If you selectNo Contacts, group members can't see any confidential contact data.
- If you selectSelected Contacts, you can specify access to confidential and/or non-confidential contact data.
- For confidential contacts, select eitherAll confidential contactsorSelected confidential contacts. If you chooseSelected, chooseSelectto pick which contact members can access.
