Highrise lets you set permissions on people, companies, cases, and notes. It's a great way to select who gets to see what information. Keep your personal contacts private. Limit certain data so only, say, the marketing department can see it. Or open information up so anyone on your team can access it. It's up to you.
There are four levels of permissions for each item:
- "Everyone" means every user that has access to your Highrise account can see this item.
- "Only I can" means only you can see this item.
- "Select a group..." allows you to select a pre-formed group of people who can see this item (more on groups below).
- "Select people..." allows you to select which people can see this item.
