FAQ & videos

How do I add a CASL permission ?

  1. Click on the “Contacts” module
  2. Click on the desired contact
  3. In the “Activities” section of the contact card, click on “CASL permissions”
  4. Click on the “+ add permission” button
  5. Enter the information, then click “Add”

(Note that you cannot remove a CASL permission after it has been created. So be sure that the information is correct before clicking the “Add” button.)

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