User Granular Permissions for Contact Folders
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Tony Juays
Currently, user permissions in Contacts are fairly broad. A real-world example highlights the challenge:
👉 A company may use the same sub-account for Sales & Marketing, but their Human Resources department also wants to leverage the same account. HR contacts often include sensitive employee data that should not be visible to other users (like sales reps or marketers).
Proposed Solution:
Introduce Contact Folders with user-level permissions.
Admins could create folders (e.g., Sales Contacts, HR Contacts).
Folder permissions would allow restriction by user or role.
Users without access would not be able to see or search data from restricted folders.
Benefits:
âś… Protects sensitive HR or compliance-related data.
âś… Expands platform usability beyond sales/marketing teams.
âś… Allows multiple departments to safely share a single sub-account.
âś… Eliminates the need for duplicate sub-accounts (cost/time savings).
This would unlock huge value for organizations that want to consolidate operations inside one account, while still maintaining data privacy across teams.
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Tayla Cameron
Genius! This could truly help with companies that have separate departments/divisions! I could actually use this with a client right now and improve their entire experience!
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Keith Besherse
A next higher level would also allow specific fields to be displayed in multiple folders. Maybe reside in the folder where it is editable but be visible (read only) in other folders.