Hi,
I just have a problem with an user being able to merge 2 datas since he was the owner.
I would like this to be available to only ADM or at least in the Role I be able to configurate who can do this action.
This is not something we can UNDO so, in my opinion users could never be able to do it without the previous analysis of the Data responsible person.
Hi @DLopez1404,
Other users have already requested this from the product team: Separate user setting permission for contact merges
I’d recommend upvoting and commenting on the idea. The product team reviews these requests based on their popularity.
Best regards!
Tried to find a similar one and could not! Thank you so much for your help!
Hi @DLopez1404,
Good news! This is now in private beta:
Account Settings
Merge permissions for Contacts, Companies, Deals, Tickets, and Custom Objects
December 12, 2024
What is it?
We’ve added new permissions enabling admins to control who can merge Contact, Company, Deal, Ticket, and Custom Objects.
Why does it matter?
Admins can now better maintain data hygiene as they gain more control over who can merge records. This resolves the concern of needing to grant broad editing permissions, allowing them to fine-tune access specifically for merging, ensuring data integrity while meeting users’ job requirements.
How does it work?
Admins can easily manage user permissions by navigating to “Users & Teams” in settings. Here, they can set appropriate access levels for merging records, such as Contacts, Companies, Deals, Tickets, and Custom Objects, ensuring users have suitable access (e.g., all contacts, their contacts, team’s contacts, none).
By default, a user’s merge permission for each object type will match their edit permissions for that object type.
Known limitations:
Merge permissions check is not enforced on some pages clearly in the UI, including merge pop-up window in record page, Help Desk and Manage Duplicates feature. However, the permission is enforced on the backend so it will still block the user from completing the merge.
Who gets it?
All Hubs and Editions
You can find the private beta here:
If it’s now showing up there, you’ll have to be patient for a bit longer or reach out to your customer success manager.
Best regards!
