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Who can see and edit what on the contact profile

What admins, recruiters, and external users can see and change on the contact profile.

Written by Amogh Balikai

Admins, recruiters with edit scope, recruiters with view scope, and external users each get a clear set of actions on the contact profile, so every person works inside the access you gave them.

Use this when you set up roles, or when a user asks why a button is missing. The contact profile adds no new permission model. Contact access, entity-level access, and field-level edit rights decide what each user sees and changes.

Who can see the page and its cards

  • A user needs Contact access to open a contact profile.

  • A user also needs access to Deals, Jobs, or Companies to see the contents of those cards.

  • Top-left card fields are editable or read-only based on the user's field-level edit permission.

Company details card

Action

Admin

Recruiter (edit scope)

Recruiter (view scope)

View the card

Yes

Yes

Yes

View Reports to

Yes

Yes

Yes

Add a company

Yes

Yes

No

Set or change Reports to

Yes

Yes

No

Mark as primary

Yes

Yes

No

Remove a company

Yes

Yes

No

Edit job title

Yes

Yes

No

Deals card

Action

Admin

Recruiter (edit scope)

Recruiter (view scope)

View deals

Yes

Yes

Yes

Search deals

Yes

Yes

Yes

Open the side sheet

Yes

Yes

Yes

Change a deal's stage

Yes

Yes

No

Create or link a deal

Yes

Yes

No

Edit deal properties

Yes

Yes

No

Remove association

Yes

Yes

No

Configure the card in your own view

Yes

Yes

No

Edit the Standard view

Yes

No

No

Jobs card

  • Anyone who can see the card can read it.

  • The + Create Job button shows only to users with job creation permission.

Example

A coordinator with view scope opens a contact and sees the Deals card with all deals, but no + Add button and a read-only side sheet. An account manager with edit scope sees the button and can move a deal's stage.

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