Contact Accessibility & Permissions

In SmartTask, Contact visibility is controlled based on the user’s role, project membership, assignment, and follower access.

Who Can Access a Contact?

A Contact is accessible to a user if any one of the following conditions is true:

1. The User is Assigned to the Contact

If the Contact is assigned to the user, they can access it.

2. The User is Following the Contact

Users added as followers to the Contact can view it.

3. The User Has Access to an Associated Project

If the Contact is linked to one or more projects, any user who is a member of those projects can access the Contact.

4. The Contact is Not Linked to Any Project

Contacts without any associated projects are considered generally accessible within the organization.

This allows teams to maintain a shared contact repository without requiring project mapping for every contact.

Admin Access

Organization Admins bypass all permission checks and have full access to all Contacts.

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Permission Flow Summary

Condition	Access Granted
Admin user	✅
Assigned user	✅
Follower	✅
Member of associated project	✅
Contact has no projects	✅
Guest user	❌

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Important Notes

• Project membership automatically extends visibility to associated Contacts.

• Removing a Contact from all projects makes it broadly accessible within the organization.

• Guest Users are intentionally restricted from accessing sensitive/core-member-only Contacts.

• Followers can access Contacts even without project membership.