Overview
When a contact's visibility is restricted with Ethical walls, what a user can see depends on whether they are an Admin, whether they have been given access, and which department they are in. This article explains what each type of user sees.
Video tutorial
Watch a short walkthrough of what different users see.
Where you will see this
Under an individual clients Contact page
When creating a contact, or an Engage request
What this means
Admins
Admins can see every contact and every Engage workflow, whatever the contact's setting.
Users with access
Users who have been given access, by name or through their department, can see the contact and all of its Engage workflows.
Users without access
Can still see the contact in the contact list, and the contact's details.
Can select History next to Visibility to see who has access.
Cannot see the contact's Engage workflows. They do not appear in the Engage list. If the contact has Engage requests, the Activity tab shows "You don't have permission to view these details".
Cannot reach the contact's Engage workflows through the Legl API either.
ℹ️ Important
Users without access will still be able to see an contacts Risk Assessments and Pay requests.
Users with no department
Users who are not in any department can only see Engage workflows for firm-wide contacts, and for restricted contacts where they have been added by name.
ℹ️ Further guidance
Common reasons you might see "you do not have permission"
The contact is restricted and you are not one of the named users.
The contact is restricted to departments you are not in.
You are not in any department, and the contact is not firm-wide.
What you need to do
If you need to work on the contact, ask an Admin to give you access. Admins can follow How to change who can access a contact's Engage workflows. If you do not need access, no action is needed.
What happens next
Once an Admin gives you access, the contact's Engage workflows appear in your Engage list and on the contact's Activity tab.
Important information
Ethical walls apply to individual contacts only.
Ethical walls restrict a contact's Engage workflows, not their contact details. Name, email address and address can still be seen by other users.
Restricted contacts are not hidden from the contact list.
Admins always have access to every contact.
Ethical walls apply to Engage workflows only. They do not currently apply to Risk Assessments or payments.