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Set Contact Business Access Levels

Updated

The Set Contact Org Access Levels tool allows you to set a contact's organization access in bulk. Filter to those that should be updated. Click Update Roles where you will select the desired access level. All organization access levels of the selected individual will be updated to the selected level.

  1. Click Setup in the left-hand navigation panel.
  2. Click Set Contact Business Access Levels in the Data Tools section. NOTE: If you have changed the system terminology for Business that will be reflected here.
  3. On the  Org Access Level screen use the filter options to create the list of contacts for whom you wish to update access level. For example, if you wish to change all those with a specific membership type.
  4. Click Update Roles.
  5. On the Access Level Mass Update screen choose the access level that you wish to assign. 
  6. Click Set Access Levels.