Contact Permissions

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Overview

Contacts are a special type of Object used to represent people in the platform. Contact permissions determine:

  • Whether a user can see Contacts across the platform

  • Whether a user can create, edit, archive, or export Contact Records

  • Whether a user can perform single or bulk actions on Contacts

  • How Contact access is enforced across the UI, APIs, automations, integrations, and exports

How Contact Permissions Work

Contact permissions follow the same two-level permission model as other Objects, with additional system-level behavior specific to people, communication, and identity.

Permissions are configured through Teams, Roles, and Permission Groups and govern Contact visibility, record access, and actions such as creating, editing, archiving, uploading, and exporting. In addition, Contacts include Contact field permissions, which control whether users can edit Contact-specific fields and settings that do not apply to Objects.

For full details and examples, see Object Permissions.


Contact-Specific Permission Areas

Contacts represent people, so their permissions include additional controls for communication, subscriptions, and identity-related actions.

Accessing Contact Permission Settings

1

Go to Contacts and select Object Settings from gear icon

2

Select the Permissions tab (Step 5 in Object Configuration)

The Permissions step contains all available Contact permission settings.

All permissions discussed below can be located from this page.

Single-Record Contact Actions

Contacts include permissions that allow users to perform communication and interaction actions on individual Contact Records.

Under Perform Single Record Actions, Contact-specific permissions include:

  • Send Single Message: Allows sending an email or text message from an individual Contact Record

  • Modify Automation: Allows starting, pausing, or cancelling automations from the Contact context

  • Team Associations: Controls access to employee-based associations for Contacts

  • Subscription Lists: Allows viewing and managing a Contact’s email subscription status, including opt-in and unsubscribe state

  • View Timeline: Allows viewing message history and interaction activity for a Contact

These actions do not exist for standard Objects because they depend on a Contact’s identity and system-managed communication status.

Having permission to edit a Contact Record does not guarantee that communication actions are available. Actions may still be restricted based on system-managed Contact state, such as email status, suppression, or integration configuration.

Contact-Specific Bulk Actions

Contacts also introduce bulk permissions for communication and subscription workflows that are not available on other Objects. These permissions control whether users can perform communication or subscription-related actions across multiple Contact Records at once.

Under Perform Bulk Actions, Contact-only permissions include:

  • Send Email: Allows users to send emails to one or more Contacts, subject to email status, suppression rules, and permission checks

  • Send Text: Allows users to send text messages to one or more Contacts when SMS is configured and the Contact has a valid mobile number

  • Send Survey: Allows users to send surveys to Contacts as part of bulk communication workflows

  • Change Tags: Allows users to add or remove tags on one or more Contact Records for categorization and segmentation

  • Manage Subscription: Allows users to view and update Contact email subscription status, subject to system-managed compliance rules

Unlike generic bulk actions (such as changing field values or exporting Records), these actions are explicitly tied to Contacts and reflect workflows that apply only to people.

Bulk communication actions are still subject to:

  • Record-level permissions

  • Field-level access

  • System-managed Contact state (such as opt-in status or suppression)

Identity and Communication Field Permissions

Contacts expose field-level permissions that directly affect identity and contactability.

When you scroll down further on the page, under Individual Contact Field Permission (Set All), permission controls include:

  • Email: The primary identifier for a Contact, used to determine email contactability and enable email-based communication and automations

  • Email Status: A system-managed field that reflects a Contact’s email opt-in and deliverability state and may block email sending regardless of user permissions

  • Mobile Phone: Determines SMS contactability and enables text messaging and SMS-based automations when configured

  • Tags: A Contact-specific, dynamic field used for categorization, segmentation, and triggering automations and bulk actions

  • Timezone: Stores a Contact's local time zone and may be used to schedule or personalize communication timing

  • Birthday: A date field used for personalization and date-based automations and segmentation

These fields differ from typical Object fields because they:

  • Determine whether communication actions are allowed

  • Are referenced by campaigns and automations

  • May be partially system-managed (for example, Email Status)


Contact Permissions in API Responses

Permissions for Contacts are surfaced directly in API responses, just like other Objects. For more information, see Object Permissions.

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Important Considerations

When working with Contact permissions, keep the following in mind:

  • Contacts follow the same permission model as Objects, but support additional system behavior

  • Platform-level Contact access does not imply Record-level access

  • Missing Contact Records or fields often indicate permission restrictions, not missing data

  • Bulk Contact actions are subject to the same Record-level permission checks

  • Permission misconfiguration is a common source of Contact-related issues in both UI and API workflows


What’s Next

From here, you may want to explore other topics related to Contact Permissions below:

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