# \#permissions

**URL:** https://integration.keap.com/tag/permissions/95.md

[Latest](https://integration.keap.com/latest.md) · [Categories](https://integration.keap.com/categories.md) · [Tags](https://integration.keap.com/tags.md)

---

## [User can't view all tasks under contact records](https://integration.keap.com/t/user-cant-view-all-tasks-under-contact-records/87973)

<div class="topic-metadata">

**Author:** [@Kathleen\_Dolan](https://integration.keap.com/u/Kathleen_Dolan)\
**Replies:** 2\
**Last updated:** [August 1, 2023, 3:17pm UTC](https://integration.keap.com/t/user-cant-view-all-tasks-under-contact-records/87973 "2023-08-01T15:17:46Z")

</div>

I have two users under global permissions (e.g. Yes to view all tasks under contact records) that are only seeing their own tasks but not the other team members tasks with that same contact. Triple checked on the user p…

---

## [User Permissions](https://integration.keap.com/t/user-permissions/68061)

<div class="topic-metadata">

**Author:** [@Logan\_G](https://integration.keap.com/u/Logan_G)\
**Replies:** 1\
**Last updated:** [May 4, 2019, 12:01am UTC](https://integration.keap.com/t/user-permissions/68061 "2019-05-04T00:01:46Z")

</div>

If I want one of my users to be able to view and search for contacts that only they are owners of, how would I set up their permissions? I’ve been trying to do this, but nothing has worked so far.

---

## [How to change a user permission to allow that user to create tags?](https://integration.keap.com/t/how-to-change-a-user-permission-to-allow-that-user-to-create-tags/67195)

<div class="topic-metadata">

**Author:** [@Nalini\_Yadav](https://integration.keap.com/u/Nalini_Yadav)\
**Replies:** 1\
**Last updated:** [April 2, 2019, 2:58pm UTC](https://integration.keap.com/t/how-to-change-a-user-permission-to-allow-that-user-to-create-tags/67195 "2019-04-02T14:58:45Z")

</div>

My user account does not have permission to create tags. My boss wants to add that to my user account, but he wants me to tell him how to do it. Obviously, I cannot see how to do so myself, or I would already have that p…

---

## [We’re rethinking how we do user permissions: User Permissions Poll](https://integration.keap.com/t/we-re-rethinking-how-we-do-user-permissions-user-permissions-poll/40613)

<div class="topic-metadata">

**Author:** [@Amanda\_Madsen](https://integration.keap.com/u/Amanda_Madsen)\
**Replies:** 0\
**Last updated:** [May 16, 2018, 8:03pm UTC](https://integration.keap.com/t/we-re-rethinking-how-we-do-user-permissions-user-permissions-poll/40613 "2018-05-16T20:03:00Z")

</div>

We’re rethinking how we do user permissions. Want to contribute? Answer a few quick questions How many users do you have in your Infusionsoft App? poll What job functions do your users have (select all that apply)? po…

---

## [Can't view others Tasks/Notes](https://integration.keap.com/t/cant-view-others-tasks-notes/13370)

<div class="topic-metadata">

**Author:** [@James\_McMahon](https://integration.keap.com/u/James_McMahon)\
**Replies:** 4\
**Last updated:** [March 21, 2018, 10:43am UTC](https://integration.keap.com/t/cant-view-others-tasks-notes/13370 "2018-03-21T10:43:44Z")

</div>

Hi, For some reason I can’t see my colleagues Tasks. He can see mine but I can’t see his. The settings look right in Admin. Admin\>users\>edit permissions\>Calendar\>View Calendar and setting it to be able to view all cale…

---

## [Permissions in Infusionsoft Mobile?](https://integration.keap.com/t/permissions-in-infusionsoft-mobile/15295)

<div class="topic-metadata">

**Author:** [@Martin\_Chagnon](https://integration.keap.com/u/Martin_Chagnon)\
**Replies:** 2\
**Last updated:** [September 21, 2017, 10:08pm UTC](https://integration.keap.com/t/permissions-in-infusionsoft-mobile/15295 "2017-09-21T22:08:25Z")

</div>

Hi, is there a way to set permission so that Infusionsoft mobile user in my team only have access to the contacts they have assigned to them? Tried everything and don’t find it. Thanks

---

## [Contact Owner and Task Owner Fields for non-Admin](https://integration.keap.com/t/contact-owner-and-task-owner-fields-for-non-admin/14612)

<div class="topic-metadata">

**Author:** [@John\_Townsend](https://integration.keap.com/u/John_Townsend)\
**Replies:** 2\
**Last updated:** [September 15, 2017, 5:33pm UTC](https://integration.keap.com/t/contact-owner-and-task-owner-fields-for-non-admin/14612 "2017-09-15T17:33:24Z")

</div>

I have someone set up as a Sales Manager and they cannot see the Owner field on the Contact screen or the User field on the Task screen. I have set the appropriate check boxes in the User Permissions to allow them to ed…

---

## [Prevent users seeing credit card numbers?](https://integration.keap.com/t/prevent-users-seeing-credit-card-numbers/11524)

<div class="topic-metadata">

**Author:** [@Charles\_Weir](https://integration.keap.com/u/Charles_Weir)\
**Replies:** 3\
**Last updated:** [September 13, 2017, 9:52pm UTC](https://integration.keap.com/t/prevent-users-seeing-credit-card-numbers/11524 "2017-09-13T21:52:40Z")

</div>

We’ve a problem with the paperwork for the credit card companies: Payment Card Industries compliance, or PCI. Our provider has two types of PCI compliance form: if employees just take credit card numbers and pass them on…

---

## [How do you give a user permission to configure settings in the CRM?](https://integration.keap.com/t/how-do-you-give-a-user-permission-to-configure-settings-in-the-crm/13846)

<div class="topic-metadata">

**Author:** [@Russ\_Salzer](https://integration.keap.com/u/Russ_Salzer)\
**Replies:** 1\
**Last updated:** [September 7, 2017, 10:22pm UTC](https://integration.keap.com/t/how-do-you-give-a-user-permission-to-configure-settings-in-the-crm/13846 "2017-09-07T22:22:52Z")

</div>

How do you give a user permission to configure settings in the CRM?

---

## [Contact Owner Field not showing up in Internal Form](https://integration.keap.com/t/contact-owner-field-not-showing-up-in-internal-form/9014)

<div class="topic-metadata">

**Author:** [@Luke\_Mears](https://integration.keap.com/u/Luke_Mears)\
**Replies:** 1\
**Last updated:** [August 7, 2017, 3:51pm UTC](https://integration.keap.com/t/contact-owner-field-not-showing-up-in-internal-form/9014 "2017-08-07T15:51:14Z")

</div>

Hi Guys Just looking for some help on an issue which is causing a big internal problem in our business. We have an internal form which our Sales support team fill in and assign an owner to each lead. This is done by fi…
