Key Contact Attribute Security

What is it?

The Key Contact Attribute Security page allows you to give additional abilities for key contacts to view or edit attributes within their linked profiles. In other words, you are able to allow key contacts to edit their organization profiles, as well as the other linked individual profiles.

How to Access

Navigate to Database > Attributes. Once there, click on Key Contact Attribute Security.

Configuring Key Contact Attribute Security

The table on the Key Contact Attribute Security page includes a column representing each Organizational Member Type in your database, along with a full Attribute list on the left.

To change Key Contact Attribute Security for an entire column, use the Toggle All drop-down for a member type. To change specific attributes one-by-one, click on them once to change the red 'NO' symbol to an eyeball, and a second time to change the eyeball to a green edit pencil.

The left column controls what additional attributes a key contact can access when viewing their linked organization profile. The right column controls what additional attributes a key contact can access when viewing another profile linked to their organization.

Helpful Hints

Key contact attribute security gives additional permissions to key contacts. By default, key contacts will have the same permissions as all of the profiles in their group. Configuring this security page will allow them to view or edit more attributes when viewing profiles tied to the same organization, including the organization profile itself.