Allowing or Restricting a User from Running Contact Imports

Big Biller’s Contact Importer gives you the ability to import spreadsheets and create new records for people, companies, or a combination of the two. By default, all new users have access to run Contact Imports within your Big Biller Database.

Please note that the ability to set contact import permissions is restricted to only those users that have permission to manage users

To allow or restrict a user from running Contact Imports:

  • Expand the Sidebar in the top right corner of the software and click on the Settings icon 
  • Click to expand the My Agency section and then select Manage Users

  • All users on the account will populate on the left side of the Manage Users page
  • Click on the edit icon  to the right of the person you wish to set Contact Import permissions for

  • Under the user’s Permissions on the right side of the User Profile, click to expand the Agency section
  • To the right of Can Run Contact Imports, set the appropriate permission
    • Yes = this user can add People and Company records to Big Biller via the Contact Import
    • No = this user cannot add People and Company records to Big Biller via the Contact Importer
  • Make sure to click the Save button in the bottom left corner once your changes have been made