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This guide has been reviewed against our global client base and classed as relevant to all regions

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

Configuration options are available to either allow or prevent users from:

  • marking contacts as restricted

  • viewing contact records marked as restricted

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

2. Viewing a restricted contact

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

  • A prompt will be displayed

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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