Contact Visibility

Every contact in Levitate is either visible to All employees on your account or Private.

• All employees: all Levitate users on your account can see the contact.
• Private: only the contact owner and the contact's connections can see the contact.

Default visibility for new contacts

New contacts get the default visibility of the user who creates, imports, or syncs them. This applies to contacts from email systems, calendars, spreadsheets, and integrations.

• Account default: admins can set the default for new users under Settings > Admin > Default Settings ("Visibility for new contacts, notes and action items"). Changing it doesn't change existing users' defaults.
• Your own default: each user can set their own default under Settings > Import Contacts.
• Spreadsheet imports: you choose the visibility for that import when you upload the file.

The Levitate default is All employees for most accounts. Real Estate accounts start with Private. Your Success Specialist or our support team can also help change these defaults.

Note: Contacts for your own team members (employee-type contacts) are always visible to all users, whatever the default is, and cannot be made private.

In Levitate

When searching in Contacts, there are a few ways to see and change a contact's visibility.

Note: You can change a contact's visibility if you created it or are an admin. Limited users can change it only for contacts they own.

On the contact profile:

The visibility dropdown appears directly on the main contact page, below the Keep In Touch Score — no need to open Edit Profile. Select All employees (public) or Private from the dropdown and the change saves immediately inline.

On the Contacts page:

A red ring around the contact's avatar indicates that the contact is private.

If you wish to change visibility on the Contacts page, you can select the contact(s) checkbox, open the ••• menu, and choose Visibility: all employees or Visibility: private. Confirm the change in the Change visibility dialog. Bulk changes run in the background, so it can take a moment for every contact to update.

FAQs

Q: What visibility do newly imported contacts get by default?

A: Newly imported contacts — whether imported from a spreadsheet, email sync, calendar, or integration — receive the default visibility of the user who imports or syncs them (for spreadsheets, the visibility you choose during upload). The Levitate default is All employees for most accounts, meaning all users in the account can see those contacts. See Default visibility for new contacts to change it.

Q: Can I set up Levitate so that two specific users can see each other's contacts but those contacts remain hidden from everyone else?

A: Levitate's visibility model is account-wide: contacts are either visible to All employees or Private (visible only to the contact owner and their connections). There is no setting to share contacts between a select pair of users while hiding them from all others. If contacts need to be visible to specific colleagues, the closest approach is to keep those contacts Private — they will then be visible to the contact owner and any users who are listed as connections on that contact. Contact visibility can be changed individually on a contact's profile or in bulk from the Contacts page. If you need more granular sharing, contact your Success Specialist to discuss your team's setup.

Q: If the default visibility is changed to Private, do my existing contacts become private?

A: No. The default applies only to contacts created after the change. Existing contacts keep the visibility they already have, so update them individually on the contact profile or in bulk from the Contacts page.

Q: Why is a contact still visible to all users when my default is Private?

A: Employee-type contacts, which represent your own team members, are always visible to all users and cannot be made private. A contact that was added before the default was changed to Private also keeps its earlier visibility, but unlike an employee-type contact it can be made private, individually on the contact profile or in bulk from the Contacts page.