Directory — Permissions
Overview
This page documents the permissions used in the Directory feature. Permissions determine which transactions a user can access and which actions are available within them.
For general access concepts and permission categories, see: Permissions & Access
Permissions
| Permission | Grants access to |
|---|---|
view |
Access the /directory page and view the contact list. The View row action (read-only contact modal with logs) is available to all users with this permission regardless of contact status. |
edit |
New Contact button; Manage Areas button and all area actions (create, edit, deactivate, activate); Edit row action on contacts; Deactivate and Activate row actions on contacts. |
Note
edit covers both contact management and area management. There is no separate permission to manage areas without also having contact edit access.
Typical role mapping
-
Read-only user (e.g., a collaborator who needs to look up contact info)
view
-
Directory administrator (e.g., a manager or admin who maintains the contact list and area configuration)
viewedit
Troubleshooting access
- If the Directory item is missing from the menu, the user does not have the
viewpermission. - If the New Contact button, Manage Areas button, and Edit/Deactivate row actions are not visible, the user has
viewbut notedit. - If the View row action is missing, the user does not have
view. - To request access, contact your supervisor or system administrator.
For system-wide troubleshooting, see: Permissions & Access