When sharing a group to other members of your workspace, you'll be able to set up different permission access for each members you're sharing the group with.
We have 4 types of permissions:
Owner: the owner is by default the user who created the group (owner cannot leave or be removed from the group)
Full access: can edit contacts and structure and publish the group
Can edit: can edit contacts but can't edit the group structure and values
Can view: can only view contacts
| Owner | Full access | Can edit | Can view |
Group settings |
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Access group with assigned permissions | ✅ | ✅ | ✅ | ✅ |
Rename group | ✅ | ✅ | ❌ | ❌ |
Delete group | ✅ | ❌ | ❌ | ❌ |
Share group to other members | ✅ | ✅ | ✅ | ❌ |
Duplicate group | ✅ | ✅ | ✅ | ❌ |
Apply template | ✅ | ✅ | ❌ | ❌ |
Remove group members | ✅ | ✅ | ❌ | ❌ |
Edit members permissions | ✅ | ✅ | ❌ | ❌ |
Contact management |
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Import a file (csv, xls) | ✅ | ✅ | ✅ | ❌ |
Remove contacts from group | ✅ | ✅ | ✅ | ❌ |
Delete contact from workspace | ✅ | ✅ | ✅ | ❌ |
Add/create contacts | ✅ | ✅ | ✅ | ❌ |
Rename contact | ✅ | ✅ | ✅ | ❌ |
Add/edit contact picture | ✅ | ✅ | ✅ | ❌ |
Add/edit contact fields | ✅ | ✅ | ❌ | ❌ |
Enrich contact | ✅ | ✅ | ✅ | ❌ |
Add a note on contact | ✅ | ✅ | ✅ | ✅ |
Add a reminder on contact | ✅ | ✅ | ✅ | ✅ |
Add an interaction on contact | ✅ | ✅ | ✅ | ✅ |
Merge duplicates | ✅ | ✅ | ✅ | ❌ |
View settings |
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Add/edit/delete view | ✅ | ✅ | ❌ | ❌ |
Reorder views | ✅ | ✅ | ❌ | ❌ |
Publish views | ✅ | ✅ | ❌ | ❌ |
Export view as csv | ✅ | ✅ | ❌ | ❌ |
Rename view | ✅ | ✅ | ❌ | ❌ |
View/group actions |
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Add custom fields | ✅ | ✅ | ❌ | ❌ |
Show/hide fields | ✅ | ✅ | ❌ | ❌ |
Delete custom fields | ✅ | ✅ | ❌ | ❌ |
Add/edit options for select fields | ✅ | ✅ | ❌ | ❌ |
Edit magic field prompt | ✅ | ✅ | ❌ | ❌ |
Reorder fields on contact | ✅ | ✅ | ❌ | ❌ |
Add/edit filter | ✅ | ✅ | ❌ | ❌ |
Edit sort by | ✅ | ✅ | ❌ | ❌ |
Edit group by in pipeline view | ✅ | ✅ | ❌ | ❌ |
Search | ✅ | ✅ | ✅ | ✅ |
How to set up permissions
On the top right of your group, you can click Share to give access to other members of your workspace and set up their permissions in the group.
By clicking Share, you can either share the group to everyone (all members of the workspace) and set up the same permission for everyone.
Or you can share only to the relevant members of your workspace and you can set up different permissions for each member.
Just type the members name in the Search bar, set up their role and click invite to share the group with them:
Considerations:
If the group owner is removed from the workspace, the workspace owner becomes the group owner.
Once the group is shared to everyone with full access, there is no group owner anymore.
Please note that this is a Premium feature for advanced teams.
On the Standard plan, all members have the permission (Full access).