In order to grant colleagues access to a private or hidden contact as well as all associated work items, you must:

  • Add your colleague to the contact's client team

  • Make your colleague the client owner or client manager for the associated contact or organization

  • Mention the colleague in a note or email on that contact's timeline


    WATCH:
    Create a private or hidden contact for VIP clients, Human Resources or any personal items that you would want to stay private or hidden.

Video shortcuts:

0:00 - 1:30 Creating a private contact
1:30 Collaboration on a work item for a private client
2:30 Best practices for private contacts
3:05 Granting access to a work item for a private client

Further reading:
Granting access to a private or hidden work item

Removing access to contacts and work items

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