07-10-2013 08:43 AM - edited 07-10-2013 09:01 AM
my company just updated our version of act, because it had all these new security promises. We were fooling around with assigning positions, like Administrater, Standard and Manager and ran into some problems assigning certain roles for security. My question is: is there a position where you can send tasks to each other, but block the ability to delete complete contacts?
07-15-2013 08:11 AM
Set them as a standard user and remove the the delete records permission. This prevents the user from deleting contacts, companies, groups, activity series, notes, histories, opportunities, and secondary contacts the user owns.