> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Followers

> Add followers to contact records so team members are notified of updates and can access contacts even under restricted data visibility settings.

Followers give team members visibility into and management access to specific contact records. When a user follows a contact, they receive the same level of access as the contact owner — they can view conversations, edit data, and manage the contact's record. This is especially important in accounts that use restricted data visibility, where users can only see contacts they own or follow.

***

## How followers work

* A contact can have up to **10 followers** in addition to its owner
* Followers have the same edit permissions as the contact owner
* The follower feature is most meaningful when **Restrict data visibility to only assigned data** is enabled for a user — without that setting, users can see all contacts regardless of follower status
* Followers are visible in the contact header so every team member can see who is monitoring that record

***

## Adding followers to a contact

<Steps>
  <Step title="Open the contact record">
    Navigate to **Contacts > Smart Lists** and click a contact's name to open their record.
  </Step>

  <Step title="Locate the followers control">
    In the contact header at the top of the record, look for the **Followers** icon (a people/group icon) next to the owner assignment area.
  </Step>

  <Step title="Add a follower">
    Click the **Followers** icon to open the follower dropdown. Select up to 10 team members from the list. Their avatars or names appear in the header immediately.
  </Step>
</Steps>

<Frame caption="Adding followers to a contact record from the contact header">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/5j372da1_YvJVoEe/images/contacts-customize-add-contact.png?fit=max&auto=format&n=5j372da1_YvJVoEe&q=85&s=37b664acb0ca465f111f2ac54f04b15c" alt="Follower selection dropdown on a contact record" width="1183" height="392" data-path="images/contacts-customize-add-contact.png" />
</Frame>

<Tip>
  Add followers when handing off a contact to another team member temporarily, or when multiple people need to collaborate on the same account without changing the primary owner.
</Tip>

***

## Removing a follower

<Steps>
  <Step title="Open the contact record">
    Click the contact's name to open their record.
  </Step>

  <Step title="Open the followers dropdown">
    Click the **Followers** icon in the contact header.
  </Step>

  <Step title="Remove the follower">
    Click the **X** next to the team member's name to remove them as a follower. The change takes effect immediately.
  </Step>
</Steps>

***

## Setting up restricted data visibility

Followers are most powerful when combined with restricted data visibility. This setting prevents users from seeing contacts they neither own nor follow, which is useful in multi-team environments where each user should only work with their own leads.

<Steps>
  <Step title="Open staff settings">
    Navigate to **Settings > My Staff** and click the **Edit** button for the team member whose visibility you want to restrict.
  </Step>

  <Step title="Enable restricted visibility">
    In the user's permission settings, enable **Restrict data visibility to only assigned data**. When this is turned on, the user will only see contacts where they are listed as owner or follower.
  </Step>

  <Frame caption="Enabling restricted data visibility in staff settings">
    <img src="https://mintcdn.com/hoopai-84ec0cdc/5j372da1_YvJVoEe/images/contacts-customize-other.png?fit=max&auto=format&n=5j372da1_YvJVoEe&q=85&s=16075bc59fad586724930437f4ccb762" alt="Restricted data visibility toggle in user settings" width="287" height="409" data-path="images/contacts-customize-other.png" />
  </Frame>

  <Step title="Save changes">
    Click **Save**. The setting takes effect immediately for that user's next login or page refresh.
  </Step>
</Steps>

<Note>
  If a team member reports that they cannot see a contact they expect to have access to, verify that restricted data visibility is enabled for their account and then confirm they are listed as a follower (or owner) on that contact record.
</Note>

***

## Bulk-adding followers

<Frame caption="Bulk-adding followers using the smart list bulk actions toolbar">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/5j372da1_YvJVoEe/images/contacts-import-bulk-page.png?fit=max&auto=format&n=5j372da1_YvJVoEe&q=85&s=8330191be64aeb75baed04095b3ab931" alt="Bulk actions toolbar for adding followers" width="1123" height="504" data-path="images/contacts-import-bulk-page.png" />
</Frame>

You can add a follower to many contacts at once using bulk actions:

<Steps>
  <Step title="Select contacts">
    In **Contacts > Smart Lists**, check the contacts you want to update.
  </Step>

  <Step title="Open bulk actions">
    Click the **More** dropdown in the bulk actions toolbar and select **Add Followers** (if available in your account).
  </Step>

  <Step title="Select team members and confirm">
    Choose the team members to add as followers and click **Apply**. All selected contacts are updated simultaneously.
  </Step>
</Steps>

***

## Difference between owner and follower

|                                  | Owner           | Follower             |
| -------------------------------- | --------------- | -------------------- |
| Assigned count                   | One per contact | Up to 10 per contact |
| Data access (restricted mode)    | Yes             | Yes                  |
| Edit permissions                 | Full            | Full                 |
| Workflow "Assigned To" targeting | Yes             | No                   |
| Receives task notifications      | Yes             | No                   |
| Appears in owner-based reports   | Yes             | No                   |

<Tip>
  Use the **Owner** field for the primary person responsible for the contact's outcomes. Use **Followers** for anyone who needs visibility without taking ownership responsibility.
</Tip>

***

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Do followers receive notifications when the contact is updated?">
    Followers gain data visibility rather than explicit notifications. To ensure team members are alerted to activity on a contact, use workflow triggers and notification actions to send internal alerts.
  </Accordion>

  <Accordion title="Can a contact have more than one owner?">
    No. Each contact has exactly one owner. Use followers to give additional team members access without transferring ownership.
  </Accordion>

  <Accordion title="What happens to followers when a contact is merged?">
    When duplicate contacts are merged, the followers from both records are combined on the master record, up to the maximum of 10 followers.
  </Accordion>

  <Accordion title="Can I use follower status in smart list filters?">
    Yes. In the **Advanced Filters** of Smart Lists, you can filter by follower to see all contacts a specific team member is following.
  </Accordion>
</AccordionGroup>
