⭕ This article is for users with the Account Owner role.
1. Archive contact --- Allow user to archive a contact
** No longer in use - please see 'Archive contact type' for similar functionality **
2. Archive contact document --- Allow user to destroy a document associated with a contact
When checked, user can:
Click the 'delete' icon on any documents listed under the contact's "Documents" tab and successfully delete
3. Archive contact type --- Allow user to archive a contact type
When checked, user can:
Click the archive icon in a contact's sidebar and successfully archive a contact, disenrolling them from all programs
Click the "Archive this contact type" link on any contact's 'Details' tab, in a contact type form
When checked, user cannot:
Delete a contact (unless 'Destroy Contact' is selected)
4. Create contact --- Allow user to create a contact
When checked, user can:
Create a new contact from the green "Create" button
Create a new contact from a group membership field
5. Create contact document --- Allow user to upload a document associated with a contact
When checked, user can:
Upload a new document on a contact's 'Documents' tab
6. Create contact group --- Allow user to create a group associated to a contact
When checked, user can:
Create a new family from a contact's Groups tab
7. Create contact user --- Allow user to create a contact who is also a user
** No longer in use - please use permission setting options in 'Participants' **
8. Destroy contact --- Allow user to destroy a contact
When checked, user can:
Delete a contact and all the contact's forms and information from the system (this action is irreversible!)
📌 Note: 'Archive contact type' also needs to be checked in order to give a user access to the contact delete button.
9. Manage contact program enrollments --- Allow user to manage contact program enrollments
When checked, user can:
Enroll a contact in a new program
Disenroll a contact from a program
Change the date of enrollment or disenrollment of programs
Update program category enrollments
10. Manage contact user invitations --- Allow user to invite a user who will be a contact
When checked, user can:
See the "Invite User" box if the contact type's userable setting is turned on
See the "Add more contacts to this group" for group or family contacts
11. Map contact data --- Allow user to use the data mapping feature to map existing data to form fields
When checked, user can:
Use the mapping feature in a contact's form results to map data from a contact form to an activity or assessment form
When checked, user cannot:
Turn mapping on or off for forms (unless Form > 'Update Form' permission is checked)
12. Update contact --- Allow user to update contact detail
When checked, user can:
Edit a contact's 'Basic Info' in the Details tab
Edit a contact's sub-type information in the Details tab
Add new contact sub-types
13. Update contact document --- Allow user to edit a document for a contact
When checked, user can:
Access the edit button on each of a contact's documents
Change a document's name
Change a document's description
Change the file uploaded for a contact document
When checked, user cannot:
Delete a contact's document (unless 'Archive contact document' is checked)
14. Update contact staff --- Allow user to assign staff
When checked, user can:
Click the (edit) link next to the Assigned Staff heading in a contact's sidebar
View a list of all staff members
Choose a staff member to assign to the contact
Unassign a staff member from the contact
❗Tip: when unchecked, users can still see who has been assigned as the staff member, but cannot change this assignment. Uncheck 'View contact sidebar assigned staff' to remove the section entirely.
When checked, user cannot:
Suspend or remove staff members from VerticalChange (unless 'Manage accounts/users' is checked)
15. View activity and assessment tabs for contact user -- Allow contact user to view the activity and assessment tabs
When checked, user can:
View and click on the "Activities" and "Assessments" tab in a contact's profile
16. View all agency program contacts --- Allow user to view contacts for all programs of an agency
When checked, user can:
See all contacts in the system, no matter what program they are enrolled in
❗Tip: Un-check this permission if you want to limit your users to seeing only the contacts enrolled in the programs that they have access to.
17. View contact --- Allow user to view contact detail
When checked, user can:
View the 'Contacts' data grid
Look up contacts in the Jump To bar
View a contact's profile
18. View contact dashboard --- Allow user to view contact dashboard
When checked, user can:
See and access the "Dashboard" tab on a contact's profile
19. View contact document --- Allow user to view contact document
When checked, user can:
See and access the "Documents" tab on a contact's profile
View all documents on a contact's "Documents" tab
When checked, user cannot:
Edit a contact's documents (unless 'Update contact document' is checked)
Delete a contact's documents (unless 'Archive contact document' is checked)
20. View contact event --- Allow user to view events related to contact activity
When checked, user can:
See the 'Recent Events' updates on a contact's Dashboard
📌 Note: unchecking this permission does not remove the "Recent Events" updates on the agency's Dashboard. See Event permission options to limit that access.
21. View contact group --- Allow user to view contact group data
When checked, user can:
See and access a contact's 'Groups' tab
See a list of groups a contact is a member of in the contact's sidebar
22. View contact letter --- Allow user to view contact letters generated by mailings
🚩 Only applicable to agencies with the mailings feature enabled.
When checked, user can:
See and access a contact's "Letters" tab
View all letters that have been created for a contact
When checked, user cannot:
Delete letters that have been created
Edit letters (unless permission options have been checked in the 'Mailings' section)
23. View contact program --- Allow user to view program enrollment history for a contact
When checked, user can:
See and access a contact's 'Programs' tab
❗Tip: when unchecked, users can still see programs in the contact's sidebar. Uncheck 'View contact sidebar program' to remove the section entirely.
24. View contact sidebar assigned staff --- Allow user to view staff assignments in contact sidebar
When checked, user can:
View all staff assigned to a contact
When checked, user cannot:
Assign or unassign staff to a contact (unless 'Update contact staff' is checked)
25. View contact sidebar group --- Allow user to view groups in contact sidebar
When checked, user can:
View the groups a contact is a member of from the contact's sidebar
When checked, user cannot:
Update group membership (unless 'View contact group' is checked)
26. View contact sidebar program --- Allow user to view programs in contact sidebar
When checked, user can:
View the programs a contact is a member of from the contact's sidebar
When checked, user cannot:
Update program enrollments (unless 'Manage contact program enrollments' is checked)
27. View contact sidebar uid --- Allow user to view unique user id in contact sidebar
View a contact's Unique ID in the contact's sidebar (as long as this setting has been turned on in Account > Settings)
28. View unenrolled contacts --- Allow user to view contacts not unenrolled in any program
When checked, user can:
View any contacts, even if they have not been enrolled in a program yet
❗Tip: Uncheck this permission set if you want your user to only view contacts that are enrolled in a program. Unchecking 'View all agency program contacts' will further limit a user's contacts to only those that are enrolled in the same program that they have permission to view.
