How much of the contact book you see depends on your role. Agents see the contacts they own. Team Leads see their whole team’s, and Super Admins see every contact in the agency. When a colleague outside that view has to work a client of yours, share the contact and set how much they can do.
Walkthrough video to followAbout seventy seconds on screen, sharing a contact with a colleague from the contact's page, then granting a waiting access request.
Three levels of access
| Level | Can | Can’t |
|---|---|---|
| Viewer | See the whole record: the profile, the notes and the emails sent | Edit it, or add anything to it |
| Editor | Everything a Viewer can; edit the record; add notes, activities, deals and campaigns; send emails | Delete it |
| Owner | All of the above, and delete it |
A contact always has one Owner, and only one. Deleting a contact is limited to its Owner, the Owner’s Team Lead and Super Admins.
Share from the contact’s page
- Open the contact.
- Open the ⋯ menu.
- Choose Share.
Screenshot to followA contact's page with its more menu open, showing the Share option.
- Search for your colleague by name and select them.
- Give them a level: Owner, Editor or Viewer.
- Repeat for any other colleague who should have access.
- Confirm the share.
Screenshot to followThe sharing dialog with a colleague picked from the user search and an access level chosen beside their name.
Your colleague gets an email to say the contact has been shared with them.
Share a batch of contacts
- Go to Contacts and tick the contacts you want to share.
- Open the ⋯ menu at the top of the list.
- Choose Share.
- Pick your colleagues and their levels as above, then confirm.
When a contact is closed to you
Open a contact that’s outside your view and Raptor Neo shows a page saying you don’t have permission, with an option to request access. The contact’s owner gets an email about your request.
Screenshot to followWhat an agent sees when opening a contact they have no access to, with the option to ask the owner for access.
If you own the contact, requests come to you:
- Go to Contacts and click Request. The number on its badge is how many people are waiting.
- On the Contact Requests page, find the request. Each row shows the contact, who’s asking, the owner and the date.
- Open the row’s ⋯ menu.
- Choose Share to grant access, which opens the usual sharing dialog, or Cancel to turn the request down.
Screenshot to followThe Contact Requests page with one waiting request, showing the contact, who asked, the contact's owner and when the request came in.
