07-15-2014 02:29 PM
Sage ACT! Premium 2012 Version 18.104.22.168, Hot Fix 6
MS Outlook Professional Plus 2010 Version 14.0.7128.5000 (32 bit)
Shared Server Database
Windows 7 Operating System
We would like to customize each of our User’s Permissions in their Roles – mainly so that when they are set up as ‘Standard Users’ , we can add two additional features/functions to their Permissions :
1) Schedule/Edit/Delete Activities for Other Users
2) Manage Other Users’ Contacts (change Record Manager, record access, etc.)
Please advise if/how this is possible. Thank you.
07-21-2014 01:59 PM
Permissions for scheduling activities for other users can be granted. See the following knowledgebase article for more information:
As for managing other user's contacts, Standard users can only edit other Record Manager's information. They cannot delete contacts that are not theirs and they cannot change someone else's Record Manager field to be their own. They can, however, transfer ownership of their own record over to another user. Once they do this, the other user or an Administrator would need to switch it back if it was decided that the change shouldn't have been made.
For more information on security levels, refer to the following knowledgebase article: