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To change configuration settings for this feature, click here to contact Reapit Support

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

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3. Viewing a restricted contact role record

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

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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Note

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

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A contact record can be set up as restricted - when set with restricted access, this results in only the contact’s Key Contact being able to access it

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