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Set Contact Business Access Levels

Updated
The Goal: Update the business (organization) 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 “Business,” your term appears in place of it on screen.
  • Every business access level held by each selected contact is updated to the level you choose.

Step-by-Step Instructions

  1. Click Contacts in the left-hand rail.
  2. In the Contacts section, click Settings.
  3. Click Mass Update Business Access Levels.
  4. Use the search and filter options to narrow the list to the contacts you want to update, for example everyone with a specific membership type.
    Mass Update Business Access Levels list
  5. Click the Update Roles button.
  6. In the window that opens, check the Selected Record(s) to Update count, then choose the Access Level to assign.
    Access level update window
  7. Click Change Access Level.
Common Pitfalls
  • Not filtering first: The update applies to every contact in the filtered list. Filter before clicking Update Roles, and confirm the Selected Record(s) to Update count matches what you expect.

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