Restricted Users

A restricted user only sees a limited section of the address book. This may be required for privacy reasons, for example to restrict a subcontractor to only communicate with the prime contractor and not the engineering consultants or the client.

To make one or more Users Restricted:

  1. Go to Contacts and filter for the Company.

  2. Select the contacts to be made restricted.

  3. From More select Make Restricted and Yes when prompted.

  4. Open the contact, from the Restricted Access tab click Add choose the company, then select the contacts you want the user(s) to be able to see in the address book.

  5. Repeat steps for additional companies and contacts.

  6. Click OK

  7. Click Save and Close.

  • Restricted Users are displayed in blue in Contacts.

  • The contacts a restricted user can see are listed in the Restricted tab within the contact details window.

  • If a company administrator has been defined as a restricted contact, all the users they create will also be restricted automatically and the list of restricted contacts that the administrator has access to will automatically be carried forward to the new users.