Functions: Permissions - Linked Contacts

1. To view which contacts are linked on the system and generate a report of all linked contacts start by clicking on Functions and select Permissions from the menu.

   

2. This will open the Permissions page which is organized by tabs. Click on the Linked Contacts tab.

   

3. The tab is organized in two sections:
   • Add a Linked Contact - Use this section to select the contact on the left that you want have access to the contact on the right using the dropdown menus. Then click Link Contacts button. You can use the checkbox to allow contact to receive a copy of all email updates and newsletters for the selected account.
   • Linked Contacts - this section provides an overview of all linked contacts. The Contact column on the left displays the name of the contact and who they are linked to on the right in the Linked to column. This means the contact on the left can access the information provided to the contact on the right.
1. The Alt Email column is displayed as Set if the contact on the left has been set as an alternate email and will be CC'd on all communications to the contact on the right (under the Linked To column).

4. You can use the Manage column to unlink contacts and download the linked contacts by clicking the Download button which will download a CSV file.