Manage team access to leads
Your contacts often include personal contact details. This article explains who can see the Contacts section in Business Manager and what you can control.
Who has access by default
The Contacts section is switched on for your business by ArchiPro, and you will find it under Analytics. If you cannot see it and would like access, talk to your ArchiPro account manager.
Once it is on, everyone on your team who can sign in to Business Manager can see your contacts, update their status, and export them to CSV. There is one exception: contacts created by scanning a QR code at an ArchiPro event are visible only to the team member who scanned them, unless that team member has access to all leads.
ArchiPro staff can also see your contacts. We use this to help you get value from the section, for example to review your leads with you or to help when you contact support.
Access to event scan leads
Team members see the event scans they made themselves. To let someone see every event scan for your business:
- In Business Manager, go to Team.
- Select the team member.
- Under their permissions, set their level of access to leads to all leads.
- Save your changes.
If you do not want a team member to see contacts
Access to contacts follows a team member's Business Manager access. If you do not want someone to see your contacts, remove their Business Manager access for your business from the Team screen.