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Act! permissions question.

Tuned Listener
Posts: 49
Country: United States

Act! permissions question.

Ok, I'm having a little trouble wrapping my head around this.

 

Right now i have a database of about 15K records. All of them are set to "public" as the access level. Right now we have a group of 5 people in the office that we want to see ALL the records.

 

But we are bringing on new sales peple. These new sales people, we only want them to see THEIR OWN RECORDS, and no one elses, non of the records that are now public.

 

How do I do this?

Tuned Listener
Posts: 49
Country: United States

Re: Act! permissions question.

I guess, how do i make some users only see records that they are the Record Manager of?

 

and then have some select users see everyones?

Platinum Elite Contributor
Posts: 6,662
Country: USA

Re: Act! permissions question.

If you have the premium version, you can use the limited access on the status tab.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Tuned Listener
Posts: 49
Country: United States

Re: Act! permissions question.

I do have Act! 2009 (v. 11.0) Premium,

 

How would i go about doing that though in my situation? is there any way i can make a standard user just not see public records? and simple make it so that user can only see records with there name in record manager?

 

 

Platinum Elite Contributor
Posts: 6,662
Country: USA

Re: Act! permissions question.

Check the ACT! Help or the knowledge base for Limited Access.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Contributor
Posts: 38
Country: United Kingdom

Re: Act! permissions question.

You could also create remote databases with defined sync sets. And then have then set up to autosync.