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Change Access-level for an entire loop-up

Tuned Listener
Posts: 49
Country: United States

Change Access-level for an entire loop-up

Quick question,

How do you change the Access-level to "Limited Access" and then to a peticular team for an entire look-up?

 

Thanks a ton guys!

 

-Ian

Nickel Elite Contributor
Posts: 508
Country: USA

Re: Change Access-level for an entire loop-up

Not without an AddOn such as Limited Access Manger Pro:

 

http://www.tnhg.com/prod9/LimitedAccessManagerPro.html

 

 

Richard Brust
ACT! Certified Consultant
richard@rbrDataSolutions.com
Nickel Super Contributor
Posts: 352
Country: Canada

Re: Change Access-level for an entire loop-up

[ Edited ]

Hi Ian,

 

If you just need to do it for contacts, you do your lookup, select (tag) them all, then right click and choose "Edit Contact Access" then "Create New Access List".

 

If you need to do it for companies and groups, I've been selling an add-on to ACT! Certified Consultants for a couple of years now that does the job.  It's going to be available via an online store soon, but in the meantime if you need it quickly you can purchase it via the order form here - price is $99.

http://bit.ly/aXAneU

 

What it does is it adds an item to the Tools menu that will let you choose users and/or teams to set the access for the current Company or Group lookup.  Pretty straight forward, but I'm happy to answer questions.

 

Thanks,

Len 

Message Edited by lkamerman on 03-10-2010 12:34 PM
Len Kamerman
ACT! Certified Consultant

Act E-mail Marketing Trainining Course:

http://actsoftware.training
Tuned Listener
Posts: 49
Country: United States

Re: Change Access-level for an entire loop-up

Can you set a default, so that everytime you create a new contact record that it defualts to a peticular limited access team or user?

Nickel Super Contributor
Posts: 397
Country: USA

Re: Change Access-level for an entire loop-up

Maybe: Tools - Preferences - Startup - Public/Private Area - Select Users/Teams....
Copper Contributor
Posts: 11
Country: Brazil

Re: Change Access-level for an entire loop-up

If you are talking about Contacts, change your look up to Contact List View.

Select all by clicking on the first row and then, holding <shift>, click on the last row selecting all contacts.

Right click with your mouse and select "Edit Contact Acess" from the side menu.

Select "Add Users/Teams" and select the users/teams you want to grant acess.

All selected contacts will turn into "Limited Acess" level and will be assigned to users you selected (and all ACT! Administrators also).

 

JRSantos
@ACT!Brasil
jrsantos@multiservice.com.br
www.actbrasil.com.br