Summary
Learn how to control who can import contacts into Box+Dice using Access Control Levels.
Box+Dice includes an Access Control Level (ACL) that lets you control which staff members can import contacts via CSV files.
Importing contacts can create or update large amounts of data within your CRM. For this reason, it is recommended that import permissions be assigned only to staff members who are responsible for managing contact data.
To manage contact import access:
- Go to: Settings > Access > Global Permissions > Import Contacts
- Review the roles and groups that currently have access
- Click + Add Role to grant access to an Access Control Level
- Click + Add Group to grant access to a specific Consultant Group
Articles in this section
- Add a company logo
- Assign additional permissions to staff
- Configure contact import permissions
- Edit a staff member's office
- Find your office ID number
- Manage advertising configuration
- Manage authorised offices
- Manage buyer register access permissions
- Manage consultant groups
- Manage office information settings