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aria-hidden="true"><svg width="6" height="10" viewBox="0 0 6 10" class="block h-2 w-2 fill-body-secondary-color rtl:rotate-180" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M0.648862 0.898862C0.316916 1.23081 0.316916 1.769 0.648862 2.10094L3.54782 4.9999L0.648862 7.89886C0.316916 8.23081 0.316917 8.769 0.648862 9.10094C0.980808 9.43289 1.519 9.43289 1.85094 9.10094L5.35094 5.60094C5.68289 5.269 5.68289 4.73081 5.35094 4.39886L1.85094 0.898862C1.519 0.566916 0.980807 0.566916 0.648862 0.898862Z"></path></svg></div><a href="https://help.productive.io/en/collections/38808-roles-and-permissions" class="pr-2 text-body-primary-color no-underline hover:text-body-secondary-color" data-testid="breadcrumb-0">Roles and Permissions</a><div class="pr-2" aria-hidden="true"><svg width="6" height="10" viewBox="0 0 6 10" class="block h-2 w-2 fill-body-secondary-color rtl:rotate-180" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M0.648862 0.898862C0.316916 1.23081 0.316916 1.769 0.648862 2.10094L3.54782 4.9999L0.648862 7.89886C0.316916 8.23081 0.316917 8.769 0.648862 9.10094C0.980808 9.43289 1.519 9.43289 1.85094 9.10094L5.35094 5.60094C5.68289 5.269 5.68289 4.73081 5.35094 4.39886L1.85094 0.898862C1.519 0.566916 0.980807 0.566916 0.648862 0.898862Z"></path></svg></div><a href="https://help.productive.io/en/collections/10453490-tailoring-custom-permission-sets" class="pr-2 text-body-primary-color no-underline hover:text-body-secondary-color" data-testid="breadcrumb-1">Tailoring Custom Permission Sets</a><div class="pr-2" aria-hidden="true"><svg width="6" height="10" viewBox="0 0 6 10" class="block h-2 w-2 fill-body-secondary-color rtl:rotate-180" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M0.648862 0.898862C0.316916 1.23081 0.316916 1.769 0.648862 2.10094L3.54782 4.9999L0.648862 7.89886C0.316916 8.23081 0.316917 8.769 0.648862 9.10094C0.980808 9.43289 1.519 9.43289 1.85094 9.10094L5.35094 5.60094C5.68289 5.269 5.68289 4.73081 5.35094 4.39886L1.85094 0.898862C1.519 0.566916 0.980807 0.566916 0.648862 0.898862Z"></path></svg></div><div class="text-body-secondary-color">Managing Permissions for Client and Contact Management</div></div></div><div class=""><div class="article intercom-force-break"><div class="mb-10 max-lg:mb-6"><div class="flex flex-col gap-4"><div class="flex flex-col"><header class="mb-1 font-primary text-2xl font-bold leading-10 text-body-primary-color">Managing Permissions for Client and Contact Management</header><div class="text-md font-normal leading-normal text-body-secondary-color"><p>Tailor who can view, add, and manage data for your clients and contacts with custom permission sets.</p></div></div><div class="avatar"><div class="avatar__info -mt-0.5 text-base"><span class="text-body-secondary-color"> <!-- -->Updated over a month ago</span></div></div></div></div><div class="jsx-ef86202475c6562f flex-col"><div class="jsx-ef86202475c6562f mb-7 ml-0 text-md max-messenger:mb-6 lg:hidden"><div class="jsx-27f84a20f81f6ce9 table-of-contents max-h-[calc(100vh-96px)] overflow-y-auto rounded-2xl text-body-primary-color hover:text-primary max-lg:border max-lg:border-solid max-lg:border-body-border max-lg:shadow-solid-1"><div data-testid="toc-dropdown" class="jsx-27f84a20f81f6ce9 hidden cursor-pointer justify-between border-b max-lg:flex max-lg:flex-row max-lg:border-x-0 max-lg:border-t-0 max-lg:border-solid max-lg:border-b-body-border border-b-0"><div class="jsx-27f84a20f81f6ce9 my-2 max-lg:pl-4">Table of contents</div><div class="jsx-27f84a20f81f6ce9 "><svg class="ml-2 mr-4 mt-3 transition-transform" transform="" width="16" height="16" fill="none" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M3.93353 5.93451C4.24595 5.62209 4.75248 5.62209 5.0649 5.93451L7.99922 8.86882L10.9335 5.93451C11.246 5.62209 11.7525 5.62209 12.0649 5.93451C12.3773 6.24693 12.3773 6.75346 12.0649 7.06588L8.5649 10.5659C8.25249 10.8783 7.74595 10.8783 7.43353 10.5659L3.93353 7.06588C3.62111 6.75346 3.62111 6.24693 3.93353 5.93451Z" fill="currentColor"></path></svg></div></div><div data-testid="toc-body" class="jsx-27f84a20f81f6ce9 hidden my-2"><section data-testid="toc-section-0" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none border-body-toc-active-border px-4"><a id="#h_54da192e70" href="#h_54da192e70" data-testid="toc-link-0" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base font-toc-active text-body-primary-color"></a></section><section data-testid="toc-section-1" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-7"><a id="#h_797dec1c8b" href="#h_797dec1c8b" data-testid="toc-link-1" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-2" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-7"><a id="#h_695b6c0d73" href="#h_695b6c0d73" data-testid="toc-link-2" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-3" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_39e6bf1350" href="#h_39e6bf1350" data-testid="toc-link-3" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section></div></div></div><div class="jsx-ef86202475c6562f article_body"><article class="jsx-ef86202475c6562f "><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>To effectively <b>manage access to sensitive information</b> within your organization, Productive offers <a href="https://help.productive.io/en/articles/8517221-permission-builder">customizable permission sets</a>, including options for <b>clients</b> and <b>contacts</b>.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Here’s how you can customize these permissions to ensure that only authorized users have access to data specific to your <a href="https://help.productive.io/en/articles/2179641-employees-contractors-clients-and-contacts-an-overview">clients and contacts</a>.</p></div><div class="intercom-interblocks-callout" style="background-color:#d7efdc80;border-color:#1bb15733"><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Custom permission sets are available on the <b>Ultimate subscription plan.</b></p></div></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_54da192e70">Setting Up Custom Permission Sets</h1></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_797dec1c8b">1) Create a New Permission Set</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>To begin, navigate to <b>Settings</b> > <b>Permission sets</b> and select "<b>+ New permission set.</b>" This will allow you to build a tailored set of permissions that you can apply to your users.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1153521960/b5940b39c2b237922d46b1c9/Screenshot+2024-08-21+at+18_32_14.png?expires=1732419000&signature=4b6096485d8f1b92adf236712e464cf9a5fcc4c0d72099f5c5c3717456cca045&req=dSEiFcx8nIhZWfMW1HO4zbS1RUMuuqkC4SmvjN%2BIhKVTy%2FdNRPp4cZ1U%2FjsB%0A5ultfd0hWwoj%2B1OhZSY%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1153521960/b5940b39c2b237922d46b1c9/Screenshot+2024-08-21+at+18_32_14.png?expires=1732419000&signature=4b6096485d8f1b92adf236712e464cf9a5fcc4c0d72099f5c5c3717456cca045&req=dSEiFcx8nIhZWfMW1HO4zbS1RUMuuqkC4SmvjN%2BIhKVTy%2FdNRPp4cZ1U%2FjsB%0A5ultfd0hWwoj%2B1OhZSY%3D%0A" width="2856" height="1158"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_695b6c0d73">2) Adjusting Permissions for Contacts & Clients</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>This section allows you to manage permissions for client and contact data. <br/></p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1153514739/a44503fb3475956f6c0fcf61/Screenshot+2024-08-21+at+18_25_52.png?expires=1732419000&signature=e355614340c47fefc323157ed5349c92b05160717ce948029008b26f73df637a&req=dSEiFcx%2FmYZcUPMW1HO4zWmqHu1EdLYMD9oAMNHx1uY4BXwMYCgy%2BWO6lyCX%0AnPXNwYXbmLitv4l7%2Bc8%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1153514739/a44503fb3475956f6c0fcf61/Screenshot+2024-08-21+at+18_25_52.png?expires=1732419000&signature=e355614340c47fefc323157ed5349c92b05160717ce948029008b26f73df637a&req=dSEiFcx%2FmYZcUPMW1HO4zWmqHu1EdLYMD9oAMNHx1uY4BXwMYCgy%2BWO6lyCX%0AnPXNwYXbmLitv4l7%2Bc8%3D%0A" width="2802" height="1198"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Key options include:</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>View Contacts</b><br/>Specify who can view contact information.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Add, Edit, and Delete Contacts</b><br/>Control who can manage contact entries within your organization.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>View Contact Custom Fields</b><br/>Decide who can see non-sensitive custom fields associated with contacts and clients.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Edit Contact Custom Fields</b><br/>Control access to editing custom fields related to contacts and clients.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>View Sensitive Contact Custom Fields</b><br/>Restrict who can access <a href="https://help.productive.io/en/articles/9075684-sensitive-custom-fields">sensitive</a> information in custom fields, both for contacts and clients.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Add, Edit, and Delete Sensitive Contact Custom Fields</b><br/>Define which users can manage sensitive contact data for clients and contacts.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Add, Edit, and Delete Clients</b><br/>Determine which users have access to manage client information.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>View Clients</b><br/>Set permissions for viewing client data.</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Note</b>: Client and Contact custom fields are located in Settings > Custom fields > Contacts.<br/></p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_39e6bf1350">Finalizing and Applying Permissions</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>After configuring the permissions to suit your needs, <b>save your new permission set</b> and <b>assign it to </b><a href="https://help.productive.io/en/articles/2179618-adjusting-user-permissions">the relevant users</a>. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>This setup ensures that your organization’s data is protected, with access granted only to those who need it.</p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1153532853/66472cc8390744bedbb55107/Screenshot+2024-08-21+at+18_40_27.png?expires=1732419000&signature=9517a7a47fede826bde4dc82e033552386c7a152368088b551ac93d881c6253f&req=dSEiFcx9n4laWvMW1HO4zXSwv%2F3Hp75VOJ3RIbydZPE6O7dXj1hE%2FnMhyk2x%0Axo3qSoSMWKrK%2FqZx%2BV0%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1153532853/66472cc8390744bedbb55107/Screenshot+2024-08-21+at+18_40_27.png?expires=1732419000&signature=9517a7a47fede826bde4dc82e033552386c7a152368088b551ac93d881c6253f&req=dSEiFcx9n4laWvMW1HO4zXSwv%2F3Hp75VOJ3RIbydZPE6O7dXj1hE%2FnMhyk2x%0Axo3qSoSMWKrK%2FqZx%2BV0%3D%0A" width="2624" height="1472"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1153535692/741dbd52804ceaecd4e7175a/Screenshot+2024-08-21+at+18_42_54.png?expires=1732419000&signature=39e953af86f48fe4d1e8ec3edf0581ae54cb2fdb102542a2713171a51746771e&req=dSEiFcx9mIdWW%2FMW1HO4zdwtDCCicF%2FnQvj0HRen8AVnVAjZjr5rWGeKkRc2%0At01ghqQ5XaWluroZAEo%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1153535692/741dbd52804ceaecd4e7175a/Screenshot+2024-08-21+at+18_42_54.png?expires=1732419000&signature=39e953af86f48fe4d1e8ec3edf0581ae54cb2fdb102542a2713171a51746771e&req=dSEiFcx9mIdWW%2FMW1HO4zdwtDCCicF%2FnQvj0HRen8AVnVAjZjr5rWGeKkRc2%0At01ghqQ5XaWluroZAEo%3D%0A" width="2752" height="1362"/></a></div><section class="jsx-62724fba150252e0 related_articles my-6"><hr class="jsx-62724fba150252e0 my-6 sm:my-8"/><div class="jsx-62724fba150252e0 mb-3 text-xl font-bold">Related Articles</div><section class="flex flex-col rounded-card border border-solid border-card-border bg-card-bg p-2 sm:p-3"><a class="duration-250 group/article flex flex-row justify-between gap-2 py-2 no-underline transition ease-linear hover:bg-primary-alpha-10 hover:text-primary sm:rounded-card-inner sm:py-3 rounded-card-inner px-3" href="https://help.productive.io/en/articles/8517221-permission-builder" data-testid="article-link"><div class="flex flex-col p-0"><span class="m-0 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Help Center","footerLogo":"https://downloads.intercomcdn.com/i/o/295088/7d1e9e7d334295930dd163a3/801f1c6d85d7662e8810fa8dcc02754d.png","footerLogoHeight":"110","localisedInformation":{"contentBlock":{"locale":"en","title":"Content section title","withButton":false,"description":"","buttonTitle":"Button title","buttonUrl":""}}},"user":{"userId":"76298d89-ea6c-4a3f-a03b-1bdd6c624de9","role":"visitor_role"},"articleContent":{"articleId":"9795683","author":null,"blocks":[{"type":"paragraph","text":"To effectively \u003cb\u003emanage access to sensitive information\u003c/b\u003e within your organization, Productive offers \u003ca href=\"https://help.productive.io/en/articles/8517221-permission-builder\"\u003ecustomizable permission sets\u003c/a\u003e, including options for \u003cb\u003eclients\u003c/b\u003e and \u003cb\u003econtacts\u003c/b\u003e.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Here’s how you can customize these permissions to ensure that only authorized users have access to data specific to your \u003ca href=\"https://help.productive.io/en/articles/2179641-employees-contractors-clients-and-contacts-an-overview\"\u003eclients and contacts\u003c/a\u003e.","class":"no-margin"},{"type":"callout","content":[{"type":"paragraph","text":"Custom permission sets are available on the \u003cb\u003eUltimate subscription plan.\u003c/b\u003e","class":"no-margin"}],"style":{"backgroundColor":"#d7efdc80","borderColor":"#1bb15733"}},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Setting Up Custom Permission Sets","idAttribute":"h_54da192e70"},{"type":"subheading","text":"1) Create a New Permission Set","idAttribute":"h_797dec1c8b"},{"type":"paragraph","text":"To begin, navigate to \u003cb\u003eSettings\u003c/b\u003e \u0026gt; \u003cb\u003ePermission sets\u003c/b\u003e and select \"\u003cb\u003e+ New permission set.\u003c/b\u003e\" This will allow you to build a tailored set of permissions that you can apply to your users.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1153521960/b5940b39c2b237922d46b1c9/Screenshot+2024-08-21+at+18_32_14.png?expires=1732419000\u0026signature=4b6096485d8f1b92adf236712e464cf9a5fcc4c0d72099f5c5c3717456cca045\u0026req=dSEiFcx8nIhZWfMW1HO4zbS1RUMuuqkC4SmvjN%2BIhKVTy%2FdNRPp4cZ1U%2FjsB%0A5ultfd0hWwoj%2B1OhZSY%3D%0A","width":2856,"height":1158},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"subheading","text":"2) Adjusting Permissions for Contacts \u0026amp; Clients","idAttribute":"h_695b6c0d73"},{"type":"paragraph","text":"This section allows you to manage permissions for client and contact data. \u003cbr\u003e","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1153514739/a44503fb3475956f6c0fcf61/Screenshot+2024-08-21+at+18_25_52.png?expires=1732419000\u0026signature=e355614340c47fefc323157ed5349c92b05160717ce948029008b26f73df637a\u0026req=dSEiFcx%2FmYZcUPMW1HO4zWmqHu1EdLYMD9oAMNHx1uY4BXwMYCgy%2BWO6lyCX%0AnPXNwYXbmLitv4l7%2Bc8%3D%0A","width":2802,"height":1198},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Key options include:","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eView Contacts\u003c/b\u003e\u003cbr\u003eSpecify who can view contact information.\n- \u003cb\u003eAdd, Edit, and Delete Contacts\u003c/b\u003e\u003cbr\u003eControl who can manage contact entries within your organization.\n- \u003cb\u003eView Contact Custom Fields\u003c/b\u003e\u003cbr\u003eDecide who can see non-sensitive custom fields associated with contacts and clients.\n- \u003cb\u003eEdit Contact Custom Fields\u003c/b\u003e\u003cbr\u003eControl access to editing custom fields related to contacts and clients.\n- \u003cb\u003eView Sensitive Contact Custom Fields\u003c/b\u003e\u003cbr\u003eRestrict who can access \u003ca href=\"https://help.productive.io/en/articles/9075684-sensitive-custom-fields\"\u003esensitive\u003c/a\u003e information in custom fields, both for contacts and clients.\n- \u003cb\u003eAdd, Edit, and Delete Sensitive Contact Custom Fields\u003c/b\u003e\u003cbr\u003eDefine which users can manage sensitive contact data for clients and contacts.\n- \u003cb\u003eAdd, Edit, and Delete Clients\u003c/b\u003e\u003cbr\u003eDetermine which users have access to manage client information.\n- \u003cb\u003eView Clients\u003c/b\u003e\u003cbr\u003eSet permissions for viewing client data.","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eView Contacts\u003c/b\u003e\u003cbr\u003eSpecify who can view contact information.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eAdd, Edit, and Delete Contacts\u003c/b\u003e\u003cbr\u003eControl who can manage contact entries within your organization.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eView Contact Custom Fields\u003c/b\u003e\u003cbr\u003eDecide who can see non-sensitive custom fields associated with contacts and clients.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eEdit Contact Custom Fields\u003c/b\u003e\u003cbr\u003eControl access to editing custom fields related to contacts and clients.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eView Sensitive Contact Custom Fields\u003c/b\u003e\u003cbr\u003eRestrict who can access \u003ca href=\"https://help.productive.io/en/articles/9075684-sensitive-custom-fields\"\u003esensitive\u003c/a\u003e information in custom fields, both for contacts and clients.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eAdd, Edit, and Delete Sensitive Contact Custom Fields\u003c/b\u003e\u003cbr\u003eDefine which users can manage sensitive contact data for clients and contacts.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eAdd, Edit, and Delete Clients\u003c/b\u003e\u003cbr\u003eDetermine which users have access to manage client information.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eView Clients\u003c/b\u003e\u003cbr\u003eSet permissions for viewing client data.","class":"no-margin"}]}]},{"type":"paragraph","text":"\u003cb\u003eNote\u003c/b\u003e: Client and Contact custom fields are located in Settings \u0026gt; Custom fields \u0026gt; Contacts.\u003cbr\u003e","class":"no-margin"},{"type":"heading","text":"Finalizing and Applying Permissions","idAttribute":"h_39e6bf1350"},{"type":"paragraph","text":"After configuring the permissions to suit your needs, \u003cb\u003esave your new permission set\u003c/b\u003e and \u003cb\u003eassign it to \u003c/b\u003e\u003ca href=\"https://help.productive.io/en/articles/2179618-adjusting-user-permissions\"\u003ethe relevant users\u003c/a\u003e. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"This setup ensures that your organization’s data is protected, with access granted only to those who need it.","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1153532853/66472cc8390744bedbb55107/Screenshot+2024-08-21+at+18_40_27.png?expires=1732419000\u0026signature=9517a7a47fede826bde4dc82e033552386c7a152368088b551ac93d881c6253f\u0026req=dSEiFcx9n4laWvMW1HO4zXSwv%2F3Hp75VOJ3RIbydZPE6O7dXj1hE%2FnMhyk2x%0Axo3qSoSMWKrK%2FqZx%2BV0%3D%0A","width":2624,"height":1472},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":" 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