Gladstone 360 Contacts Permissions
Problem
You need to know which Contacts permission lets a user view or change part of a contact record in 360, such as memberships, links or scheduled actions, or why a user can't see a widget.
Resolution
Contacts permissions are set on Contacts roles in GMC > Security Configuration > Permissions, grouped under the headings below.
Balances
Permission What it allows Edit loyalty points Edit the contact's loyalty points in the Balances widget. Configuration
Permission What it allows Configure workflows Add, edit, delete, enable and disable workflows. Contact Add
Permission What it allows Add new contacts Add contacts through any enabled workflow that matches the user's role and site. The template workflows are Quick add and Add with details. Contact Details
Permission What it allows Edit additional information Edit the Additional Information (user fields) widget. Edit address details Add, edit and delete addresses, and change the main address. Edit cards & ID tokens Add and delete cards and ID tokens. Edit contact details Add, edit and delete phone numbers and email addresses. Edit join date Edit the join date on the Personal Details widget. Edit online accounts Lock or unlock the contact's web and kiosk accounts, and edit their login ID. The contact ID and home email address are shown in the Online Accounts widget for information only and can't be edited there. Edit personal details Edit the Personal Details widget. Edit preferences Edit the Preferences widget (marketing channels, campaigns, privacy policy). Edit price level Edit the contact's price level on the Personal Details widget. Edit site Edit the contact's home site on the Personal Details widget. Edit status Edit the contact's status on the Personal Details widget. View additional information View the Additional Information widget. View address details View the Address Details widget. View cards & ID tokens View the Cards & ID Tokens widget. View contact details View the Contact Details widget. View online accounts View the Online Accounts widget. View personal details View the Personal Details widget. View preferences View the Preferences widget. Contact Links
Permission What it allows Edit links Add and edit links in the Links widget. View links View the Links widget. Contact Memberships
Permission What it allows Add memberships Add a membership through any enabled Add membership workflow that matches the user's role and site. Cancel & refund in cooling-off period Cancel a membership within the configured cooling-off period. A refund is created automatically. Cancel memberships (excludes those in cooling-off period) Cancel continuous memberships through any enabled Cancel membership workflow that matches the user's role and site. Edit memberships Edit existing memberships (e.g. bank details, change membership type). View memberships View the Memberships widget. Contact Scheduled Actions
Permission What it allows Add scheduled actions Use Quick Add in the Scheduled Actions widget to schedule a price level, status or site change. Delete scheduled actions Delete existing scheduled actions. Edit scheduled actions Edit existing scheduled actions, including freezes. Freeze contact Freeze a contact, if a freeze workflow exists. View scheduled actions View the Scheduled Actions widget. Contacts Access
Permission What it allows Contacts login Launch Contacts from the 360 home page and side panel. Without it the Contacts icon doesn't appear. - This depends on the Module Security Service Feature for Contacts being set to "Contacts login" in
GMC > Configuration Manager > Gladstone360 Home. If that setting is blank, 360 only checks that the user has any Contacts role.
- This depends on the Module Security Service Feature for Contacts being set to "Contacts login" in
Run workflow
Permission What it allows One line per workflow 360 creates a permission for every workflow when it is saved, and grants it to each role ticked in the workflow's Roles field. Change who can run a workflow in the workflow configuration (or here).
Notes
- This list comes from Gladstone's 2017 Contacts permission guide. Newer builds may have added, renamed or removed permissions; check the live Permissions screen when a name doesn't match.
- How permission states and multiple roles work is in Assigning and Creating Security Roles in the GMC.
- Related: Gladstone 360 Permission Reference Overview; Creating a Workflow in Gladstone360.