If you’re the first to sign-in to the system, you’ll be the admin by default. Once you have signed in, the first thing you’ll need to do is to create contacts.
Click on the drop-down arrow.
Types of visibility.
While creating a contact, you’ll come across this term visibility in the dialog box.
Click on the drop-down arrow, and you’ll see a few options such as private, everyone, and team.
The meaning of each of these terms are explained below:
1. Private: Only you ( the creator of the contact) will have access to view and edit the information of these contacts.
2. Everyone: All users in the system have access to view the contact information.
3. Team: Only the users in a team can view the contact information.
With the visibility function, the business owner can control the contact’s information to prevent over-sharing to unnecessary users. They can control how much visibility they want to be given to the record.
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