Users: Contact Page Permissions

The permissions on this screen will determine what items the contact sees in their Enterprise Portal main menu. After enabling any permissions, click Save.

Permissions can be granted to access:

  • View, Add, and Manage Contacts
  • Accounts
  • Opportunities
  • Leads
  • Workflow Management
  • Surveys
  • Invoice Management
  • Billing
  • Marketing Materials
  • Web Registration Overview
  • Setup
  • Log Out

Granting the contact permissions to the Setup Menu will allow them to access and edit the Enterprise Company information, which also includes managing users for the enterprise.

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