Ethical Walls
Control who can see each contact's Engage workflows, set default visibility for new contacts and turn Ethical walls on.
By Ula1 author4 articles
- What are Ethical walls in Legl?Learn how Ethical walls (contact visibility) let your firm restrict a contact's Engage workflows to named users and departments.
- Understanding what users can see with Ethical wallsWhat Admins, users with access, users without access and users with no department can see when a contact's visibility is restricted.
- How to restrict access to a contact's Engage workflowsChoose which users and departments can see a new contact's Engage workflows when you create the contact or an Engage request.
- How to change who can access a contact's Engage workflowsAdmins can switch a contact between firm-wide and restricted, and choose which users and departments can see its Engage workflows.
