With My Contacts, users only view contacts tied to their own data sources—such as a connected mailbox, CSV import, or CRM integration. This ensures clarity, privacy, and relevance across diverse teams.
Ideal for firms with multiple BD, sales, or marketing users, My Contacts helps users manage their own relationships without wading through firmwide contact lists.
🔧How It Works
SigParser automatically tags each user’s data sources—mailboxes, CSV uploads, or CRM connections.
When My Contacts is selected, users see only contacts from their assigned sources.
Admins can add or remove data sources from user profiles.
🧩 Use Cases Across Teams
BD and Sales teams can manage their pipelines with confidence—no more duplicate outreach or searching through irrelevant contacts.
Marketers can segment by contact ownership for cleaner reporting, smarter targeting, and regional or practice-specific campaigns.
Client account teams can stay focused on their own relationships while still working within a shared platform.
Admins & IT Teams gain more control over data visibility, helping maintain privacy, security, and clean team segmentation.
🔒 How to Restrict Users to "My Contacts" Only
To limit a user’s visibility to their own contacts, you'll need to adjust Role permissions in SigParser. You can either modify an existing role or create a new one with limited access.
Option A: Update an Existing Role
Go to Settings → Users → Users
Select the Role you want to edit
Scroll to the Can View All Contacts permission > Disable
Enabled: Users can view all team contacts—including private records and contacts from other users’ sources
Disabled: Users can only view contacts from sources they own (mailboxes, imports, etc.)
Click Save
Important: Disabling this permission restricts contact visibility but does not allow access to firmwide Interactions, Relationships, or Company data.
Option B: Create a Dedicated “My Contacts Only” Role
Go to Settings → Users → Roles → +Add
Name the role (e.g., My Contacts Only)
Disable the Can View All Contacts permission
Customize additional permissions as needed
Click Save
Assign the role to users who should only access their owned data
💡 Tip: Start with the pre-configured “Team Member Limited” role and adjust as needed for quicker setup.
More information on User Roles & Permissions can be found HERE.
🔍 Using "My Contacts"
The My Contacts view helps users quickly access contacts tied to their own data sources—like connected mailboxes or imported files.
To access your My Contacts view:
Go to the Contacts page
Open the Views drop-down
Select My Contacts
This will display all contact records associated with your owned data sources.
Add the “My Contact” column to any view for quick reference:
Open the Column Picker → navigate to Overview → check My Contact → click Save
A ✅ checkmark will indicate contacts you own
Filter by ownership using:
The Search bar → filter: My Contact is TRUE
The Funnel icon (advanced filters) → Overview → My Contact → is TRUE
This feature ensures you’re working with the most relevant contact data—streamlining visibility and keeping your focus where it matters.
🌐 Data Source Visibility
To see exactly where a contact came from:
Open the contact record.
Go to the History tab.
Check the Connectors section for source details (mailbox, CSV, CRM).
The Visibility Reason shows why this user can access that contact.
❓ Why am I seeing an unfamiliar contact?
This may be due to:
Having Can View All Contacts permission enabled
Being assigned to that data source
A contact appearing via CC or meeting invite.
⚙️ Managing Data Sources
Admins can assign or remove data sources for individual users—giving them visibility into the contact data they’re responsible for.
When a user is assigned as the owner of a data source (e.g. mailbox, CSV import, CRM connection), any contacts from that source become part of their My Contacts view.
Go to Settings → Users → Users
Select the desired user from the Username column
Click Show Advanced Settings
Under Connectors, click Add
Enter the name of the source you want to assign
You can assign multiple sources to a single user
To remove a source, click the delete icon next to it
Click Done to save
Once added, contacts from those sources will automatically appear in the user’s My Contacts view.
This setup ensures clean ownership, better visibility, and simplified data access across your team.
If you have any questions, send us an email at support@sigparser.com. You can also book a demo session HERE.