Published at: 2026-09-17
Account and contact permissions and status reference
Overview
Use this reference to understand Account and Contact visibility and key action restrictions.
Default data ranges
| View | Data range |
|---|---|
| Owned by Me | You are the owner |
| Participated by Me | You are a member of the related team |
| Owned by My Subordinates | One of your subordinates is the owner |
| Shared With Me | A data sharing rule grants access to you, your department, or your user group |
| Owned by My Department | You manage the primary department; visibility also depends on parent-level visibility rules |
CRM administrators can view all data. Only CRM administrators can view voided records.
Account action restrictions
| Action | Applicable status or condition | Who can perform it |
|---|---|---|
| Edit Account | Not Effective, In Filing, or Assigned | Owner, owner’s manager, and related users with read/write permission |
| Manage Financial Information | Not Effective, In Filing, Not Assigned, or Assigned | Related users with read/write permission |
| Address Management | Not Effective, In Filing, Not Assigned, or Assigned | Related users with read/write permission |
| Return to Account Pool | Assigned | Owner or owner’s manager |
| Merge Accounts | Duplicate Accounts | CRM administrator |
Account detail object rules
| Object | Relationship to Account | Uniqueness rule | Main purpose |
|---|---|---|---|
| Account Address | Detail object of Account | One Primary Address and one Default Shipping Address | Provides a visit address and Delivery Address for a Sales Order |
| Account Financial Information | Detail object of Account | One Default Financial Information record | Provides financial information for Invoice Applications |
Note: Account permissions, detail object permissions, and record status also control who can view, create, or edit these records.
Related owner changes
When changing an Account owner, you can also change owners for eligible Contacts, Opportunities, Orders, Contracts, and Related Teams. Records in a Workflow, BPM process, or Lock Status do not change.