The visibility of contacts in Eagle can be controlled by the following methods:
User Permissions
User Sharing Defaults
Individual contact sharing settings.
User Permissions
User permissions override all other sharing settings by controlling whether a user is permitted to view contacts belonging to other users, even those not being shared with them. Click here to learn more about how to access user permissions.
This overriding User Permission is highlighted below.
Please note:
Ticking/enabling this option will grant the user full visibility to contacts, even those belonging to other users that are not being shared with the user.
Unticking/disabling this option will restrict the user's access to only viewing contacts belonging to them (unless those contacts are being shared with them by other users, as outlined below).
User Sharing Defaults
User Sharing Defaults are used to determine the extent to which a user shares the contacts they create.
In the example below, the user's current sharing defaults are to share contacts they create with all other users in their Eagle CRM account.
Whereas changing this by ticking 'Just Dave Jones' will hide the created contact from all other users, providing none of those users have the overriding User Permission enabled, as outlined above.
Contact Sharing settings
A contact's sharing settings allow for granular control of how the contact is shared with other users. This setting can be defined when creating or editing a contact.
There are a few scenarios here.
When a user creates or edits a contact defined as belonging to them, they can control how they share that contact with other users.
A user can also edit the sharing settings of a contact belonging to another user (providing they have the user permission to do so)
