Restricted access on contact record

Owned by Fiona Wilson, created
Last updated: Nov 10, 2023
2 min read

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 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, 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)

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

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