Option to Hide Parent Contact on the BigChange App

BigChange allows you to choose whether or not a contact's parent details are displayed to a Resource on their tablet or smartphone device when using the BigChange app. This feature is particularly useful if you want to restrict sub-contractors from viewing parent contact information but want your employees to be able to. You can set this option up on a resource-by-resource basis.

This article will guide you the steps to hiding the parent contact information from a Resource using the app.

Hiding Parent Contact Information on the app

To hide the parent contact information from being displayed and accessible to a specific Resource using the app, complete the following steps.

1. Select "Account Details" from the main BigChange navigation menu, followed by "Settings".
2. Select "Resources" from the side menu, and the "Add - Edit".
3. Select the specific resource for which you want to manage the visibility settings.
4. Locate and tick the checkbox option for "Hide contacts parent info on the device"
5. Select "Save".
   
   
   

Tablet View Examples on the app

When Contact's Parent Details are Displayed

The below image shows the tablet view when the option to display the contact's parent details is enabled:

When Contact's Parent Details are Hidden

The below image shows the tablet view of a job when the option to hide the contact's parent details is enabled:

Conclusion

By following these steps, you can easily manage the visibility of contact's parent details on a resource-by-resource basis. This feature ensures that sensitive information is only accessible to the appropriate people.