6.5 User Contact Data Access

What This Feature Does #

Restricts which contacts a specific TenantUser can view and manage.

When to Use #

• Use when different agents should only see their own assigned customers.
• Use in compliance scenarios where data segregation is required.

Step-by-Step Instructions #

1. In All Users, click the Data Access button on the target user’s row.
2. Choose the access model:
   • Unrestricted — user sees all contacts.
   • Restricted — user sees only contacts explicitly assigned to them.
3. If Restricted, configure which contacts are assigned.
4. Click Save.

The same page has the WhatsApp Forms switch, which lets a user build forms, read responses and send forms (9.8). CompanyAdmins always have it.

Best Practices #

• Start with Unrestricted for small teams and switch to Restricted as the team grows.
• Reassign contacts before deactivating a user so their contacts are not orphaned.