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1. Mark contact as restricted (where allowed)

Where configuration allows, you may be able to mark a contact as restricted
If you are unable to do this, you will usually only be able to view non-restricted contacts plus restricted contacts where you are their Key Contact

From contact:

  • In the Relationships panel, click link at bottom and select Access is restricted

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2. Viewing a restricted contact record

If attempting to view a restricted contact record where you are not their Key Contact

  • A prompt will be displayed

3. Viewing a restricted contact role record

When viewing an applicant, tenancy, landlord or vendor screen that a restricted contact is associated with, their details will be masked where you are not their Key Contact

Example

  • The Joint Landlord on this landlord record is set as a restricted contact
    (the user viewing the record is not the contact’s Key Contact)

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Tip

Unless configuration dictates otherwise, a restricted contact can only be viewed by the contact’s
Key Contact (set in the contact Relationships panel)

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