Managing Organisations/Contacts

[Tina.Lapere]

Hi,

I would like my colleagues to be able to create new Organisations and Contacts and also edit the details. They can see all the details at the moment - what permissions do I need to give them so they can create &e edit.

Thank you

Tina

[James Ainsworth]

Hi @Tina.Lapere

I came across this post from some time ago and see that it wasn't responded to.  Apologies for that.  I'm assuming that you will have found your answer by now but I wanted to make sure that this was answered in any case others have the same question.

The organisations and contacts are part of the main collaboration application.  Within the Administration portal you will need to provide the roles Contacts Admin and Organisations Admin  to the users that you which to allow this.

This can be done by navigating in the Administration Portal to Collaboration->Roles.   You can then select and open the role you wish to add the users to and then under the Assigned Users tab add the additional users.

Documentation can be found here

Regards,

James