⭕ This article is for users with the Account Owner role.
1. Archive contact sub type --- Allow user to archive a contact type
When checked, user can:
See and click the 'Archive this contact type' link in a contact's Details tab
📌 Note: Unchecking the Contact > 'Archive contact type' option keeps the link, but blocks users from archiving. The permission option under Contact Type removes the link from the view entirely.
When checked, user cannot:
Irreversibly delete a contact sub type or its data
2. Create contact sub type --- Allow user to create a contact type
When checked, user can:
Add new contact sub types from a contact's Details tab
When checked, user cannot:
Create new contact forms or modify the fields in a contact sub type form (unless permission is given in the 'Forms' section)
3. Update contact sub type --- Allow user to update contact type data
When checked, user can:
See and click the 'edit' button in a contact's Details tab
📌 Note: Unchecking the Contact > 'Update contact' option keeps the edit button, but blocks users from saving changes. The permission option under Contact Type removes the button from the view entirely.
4. View contact sub type --- Allow user to view contact types
When checked, user can:
See and click the "Details" tab on a contact's profile
