Understanding Permissions in Contacts Module
Permission sets allow you to control what users can access and perform within the Contacts module. These permissions define whether users can view contacts, create new contact records, update or delete contact details, perform bulk actions and share contact views with others.
Accessing Permission Sets
- Go to Setup from the left sidebar.
- Navigate to Users and Teams > Permission Sets or Security > Permission Sets.
- Alternatively, use the search bar in Setup, type Permission Set, and select it from the results
BoldSales provides two system defined permission sets:
- Admin: Full access to all modules and system settings, ideal for admins managing security and overall system configuration.
- Standard User: Full module access with restricted setup permissions, suitable for users who should not modify system settings.
Note for administrators: You cannot modify the permission set of the built in Standard User. To grant additional permissions, you must create a custom permission set or edit an already created custom permission set.
For more information about system defined permission sets or how to create or edit a custom permission set, refer to Managing User Permissions (Permission Set).
Configuring contacts module permissions
After selecting or creating a permission set, you can configure permissions for each module. The sections below describe these permissions in detail.
Note: Access to contacts is enabled by default and cannot be disabled, as contact information must remain accessible to all users.
Create contacts
Check this option to allow users to create contacts. If unchecked, users will not have permission to create contacts.
Access Levels
Access levels determine which records a user can view, edit, or delete based on ownership, team membership, and role hierarchy.
| Access level | View (can see) | Edit (can modify) | Delete (can remove) |
|---|---|---|---|
| All records | All contacts, regardless of ownership/team/role | All contacts | All contacts |
| Team and role records | Contacts owned by user’s team, child roles, and unassigned | Same scope | Same scope |
| Team records | Contacts owned by user’s team and unassigned | Same scope | Same scope |
| Role records | Contacts owned by the user, child roles, and unassigned | Same scope | Same scope |
| Own records | Contacts owned by the user and unassigned | Same scope | Same scope |
| No records | Not Applicable | Cannot edit any contacts | Cannot delete any contacts |
Important notes
- Role records does not include contacts owned by users in the same role level (peer roles). For example, a Team Lead cannot view contacts owned by other Team Leads.
- Restricting View access can impact what users are able to Edit or Delete, since users can’t act on records they cannot see.
Actions
Actions section defines advanced operations users can perform in addition to basic view, edit, and delete permissions.
- Bulk delete – Provides permission to delete multiple contacts at once directly from the listing page.
- Bulk update – Allows users to update multiple contacts simultaneously from the listing page, based on their view and edit access levels. Bulk update actions include Add Tags, Remove Tags, and Change Owner.
View Sharing Permission
This section controls how users can share views (saved filter) with others in the organization.
- Share with everyone – Allows users to share views with all users across the organization.
- Share with specific users / teams – Allows users to share views only with selected users or teams, maintaining controlled collaboration.
Field Permissions
The Field Permissions tab allows you to control access at the field level within the Contacts module. This helps you manage sensitive data by defining whether users can view, edit, or completely hide specific fields.
Note: Field permissions do not apply to system-defined permission sets such as Admin and Standard User. These permission sets retain their predefined access, and field-level restrictions cannot be enforced on them.
You can configure one of the following access levels:
- Read-only – Users can view the field value but cannot modify it.
- Read / Write – Users can view and edit the field value.
- Hide – The field is completely hidden from the user and will not appear in the UI.
To configure these field permissions:
- Go to the Field Permissions tab within the selected permission set.
- Use the Search fields option to quickly find a specific field.
- For each field, select the desired access level by clicking the appropriate radio button (Read-only, Read/Write, or Hide).
The image below shows the field permissions in contact.
