How do permissions work in general?

Highrise lets you set permissions on people, companies, deals, cases, and notes. Permissions let you restrict who can view your account data. There are four levels of permissions for each item.

You can set permissions when you create a contact, note, case, etc. You can also update permissions later in the ‘Edit’ screen.

1. “Everyone” means every user that has access to your Highrise account can see this item.
2. “Only I can” means only you can see this item.
3. “Select a group…” allows you to select a pre-formed group of people who can see this item (more on groups here).
4. “Select people…” allows you to select which people can see this item.

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