Skip to main content

Change Individual Access Level (In Bulk)

Updated
The Goal: Update the individual Info Hub access level for many contacts at once.
Before You Begin:
  • You need staff access to the Contacts area.
  • If you have changed the system terminology for individuals, your term appears in place of it on screen.

Step-by-Step Instructions

  1. Click Contacts in the left-hand rail.
  2. In the Contacts section, click Settings.
  3. Click Mass Update Individual Access Levels.
  4. Use the filter filter icon to narrow the list as needed, for example to primary or non-primary contacts. Every contact in the filtered list will be updated.
    Mass Update Individual Access Levels list
  5. Click the Update Access Level button.
  6. In the window that opens, check the Selected Record(s) to Update count, then choose the Access Level to assign.
  7. Click Change Access Level.
    Access level update window
Common Pitfalls
  • Setting primary and non-primary contacts to different levels: Update all contacts first, then run a second update filtered to primary contacts only.
  • Not filtering first: The update applies to every contact in the filtered list. Confirm the Selected Record(s) to Update count before clicking Change Access Level.

Related articles