Access control: Contacts

Your user class and your specific Customers authorization level affects the degree to which you can view or edit contact records:

Full and Casual users can only view contact records - auth level 1
Full and Casual users can create and edit contact records - auth level 3
(if enabled) Full and Casual users can delete contact records - auth level 4
A maximum of auth level 4 can be granted to Casual users.
Note: To enable the ability to delete contact records, use the Customer Setup - Basic Options window. (From Customers, select Set up module > General and click Basic Options.)

Your user class and your specific Dues authorization level affects the degree to which you can view or edit billing records:

Full and Casual users can only view billing records - auth level 1
Full users can create and edit billing records - auth level 3
Full users can delete billing records - auth level 4
A maximum of auth level 2 can be granted to Casual users.

Your user class and your specific Orders authorization level affects the degree to which you can view or edit orders:

Full and Casual users can only view orders - auth level 1
Full users can create and edit orders - auth level 3
Full users can delete orders - auth level 4
A maximum of auth level 2 can be granted to Casual users.

Your user class and your specific Events authorization level affects the degree to which you can view or edit event records:

Full and Casual users can only view event records - auth level 1
Full users can create and edit event records - auth level 3
Full users can delete event records - auth level 4
A maximum of auth level 2 can be granted to Casual users.

Task List Item	Required Conditions and Notes
Find contact	Full or Casual user + Customers auth level 1 + MEMBERSHIP license
Create account	Full or Casual user + Customers auth level 3 + MEMBERSHIP license
Contact management > Personal	Full or Casual user + Customers auth level 1 + MEMBERSHIP license Read-only for all user classes unless: The customer type of the contact record is not one of customer types listed in the Specific Types field of your user record (if any) You are viewing your own contact record Name Status Edit access keyword might be required in your user record to specify a Member Type If your user record contains a list of Specific Types, you can choose only among those types when specifying a Member Type Name Address Edit access keyword might be required in your user record to specify E-mail, Work phone, Home Phone, Toll free phone, Fax, and Web site information
Contact management > Address	Full or Casual user + Customers auth level 3 + MEMBERSHIP license Read-only for all user classes unless at least one condition met from both of the following lists: The customer type of the contact record is not one of customer types listed in the Specific Types field of your user record (if any) You are viewing your own contact record AND Name Address Edit access keyword might be required in your user record You are viewing your own contact record
Contact management > Logon & password	Full or Casual user + Customers auth level 4 + MEMBERSHIP license Name Internet Security Data access keyword might be required in your user record Full users who belong to the SysAdmin role can always see this task list item
Contact management > Orders	Full or Casual user + Customers auth level 1 + Orders auth level 1 + MEMBERSHIP and ORDER licenses
Contact management > Billing	Full or Casual user + Customers auth level 1 + Dues auth level 1 + MEMBERSHIP and DUES licenses
Contact management > Activities	Full or Casual user + Customers auth level 1 + MEMBERSHIP license Read-only for all user classes regardless of auth level An activity type access keyword for each product type might be required in your user record
Contact management > Call logs	Full or Casual user + Customers auth level 1 + MEMBERSHIP license An activity type access keyword for the CALL product type might be required in your user record
Contact management > Change logs	Full or Casual user + Customers auth level 1 + MEMBERSHIP license Read-only for all user classes regardless of auth level
Contact management > Fundraising	Full or Casual user + Customers auth level 1 + Fund Raising auth level 1 + MEMBERSHIP and FUNDR licenses Read-only for all user classes regardless of auth level Fundraising History View access keyword might be required in your user record
Contact management > User defined fields	Full or Casual user + Customers auth level 1 + MEMBERSHIP license
Register for event	Full or Casual user + Customers auth level 1 + Events auth level 1 + MEMBERSHIP and MEET licenses The Register button is available on an event's detail page only if the event's status is Active and one of the following conditions are met: You are the currently selected Contact You have the same Company (Organization) name as the selected Contact You are a Full user
Make a purchase	Full or Casual user + Customers auth level 1 + Orders auth level 1 + MEMBERSHIP and ORDER licenses Read-only for Casual users regardless of Customers auth level
Make a purchase > Cart	Full user + Customers auth level 1 + Orders auth level 1 + MEMBERSHIP and ORDER licenses