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Dashboard Address Book Ownership

Set the ownership and viewing rights of Address Book contacts and groups

Introduction to the Address Book

The dashboard Address Book allows you to manage contacts ('Recipients'), including a Recipient's Name, Company, Mobile Number, Email Address, etc.

These Recipient's can be organised into Groups, eg "All Staff" or "Marketing List", etc.

Using the dashboard, you can easily send messages to specific Recipients or Groups using the Send Message menu.

Login Level Rights

Each dashboard login has specific rights. These are defined as:

Login Level Description
Account Admin level login - can view and edit all users, messages, contacts
SubAccount Second tier login - can view and edit information owned by their SubAccount and levels below
Department Third tier login - can view and edit information owned by their Department and associated users
End User Lowest tier login - can view and edit information owned by their login only

 

Contact Ownership

When viewing/editing an Address Book Recipient or Group, ownership options are:

Location Option Description
General Tab Viewable by Other Logins Select the Login Level able to view the Recipient or Group
General Tab Editable by Other Logins Select the Login Level able to edit the Recipient or Group
Ownership Tab SubAccount Select the SubAccount that owns the Recipient or Group
Ownership Tab Department Select the Department that owns the Recipient or Group

 

 

Topics:   Dashboard

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