Permission reference: Contacts
Control who can view, create, and manage customer and vendor contact records.
Jul 11, 2026
Permission Reference: Contacts
This table lists all permissions that control access to customer and vendor contact management in Usystems.
| Permission | What It Controls | Allowed Actions |
|---|---|---|
| contact.view | View contacts | Users can see the list of all customers and vendors, view their details (names, addresses, phone numbers, balances), and review transaction history. |
| contact.create | Create contacts | Users can add new customers or vendors to the system with their basic information. |
| contact.update | Edit contacts | Users can modify contact details (name, address, currency preference, payment terms, credit limits), and update balance information. |
Related Actions
| Action | Required Permissions | Notes |
|---|---|---|
| Mark contact as inactive | contact.update | Hiding archived customers or vendors from drop-downs. |
| Set credit limit for a customer | contact.update | Controls the maximum balance a customer can owe. |
| Assign currency to contact | contact.update | If using multi-currency transactions. |
| View contact statement/ledger | contact.view | Seeing all transactions for a specific contact. |
Which roles typically need these?
- Sales staff → contact.view, contact.create, contact.update (for managing customer relationships)
- Accounts receivable → contact.view, contact.update (for tracking customer balances and credit limits)
- Procurement staff → contact.view, contact.create (for vendor management)
- Accounts payable → contact.view, contact.update (for tracking vendor balances)
- Customer service → contact.view, contact.create (for handling customer inquiries)
- Admin → all permissions (full control)
What happens without these permissions?
Without contact.view, users cannot see the customer or vendor list, and cannot select contacts when creating invoices or purchases. Without contact.create/update, users cannot add or modify contacts.
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