Mar 24, 2023
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A contact's individual access level (to the Info Hub) can be changed in bulk using the Change Individual Access Level data tool.
- Select Setup in the left-hand navigation panel.
- Click Set Contact Primary Access Level in the Data Tools section. NOTE: If you have changed system terminology your term for individuals will be applied.
- On the Change Individual Access Level screen use the to filter the list of contacts as needed. For example, you may wish to filter to a specific contact type (priimary v. non primary as shown in the screenshot below). When this tool is run all contacts on your list (as filtered) will be updated.
- Click Update Roles.
- On the Access Level Mass Update Contact screen, choose the Access Level to be assigned to all contacts in your filtered list.
- Click Change Access Levels.
TIP! If wanting to set primary contacts at a different level than the non-primary contacts, set the access level of all contacts first, then run a 2nd update filtered to all primary contacts after that.