Community
Showing results for 
Search instead for 
Do you mean 
Reply

How to prevent record deletion by managers?

Accepted Solution Solved
New Member
Posts: 2
Country: USA
Accepted Solution

How to prevent record deletion by managers?

In our company, we need to allow our people to schedule activities for other users.  So, they are "Manager" users in ACT! 2011 Premium.

 

We need to prevent records from being deleted by Managers, even their own records.

 

Any way to do this?  I've attempted to remove the Delete Records permission, but it's simply greyed out.  Can't remove it.

 

 

TIA,

 

Billy


Accepted Solutions
Solution
Accepted by topic author HomeAndOfficeGroup
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: How to prevent record deletion by managers?

Hello Billy,

Welcome to the Sage ACT! Community. Unfortunately, the "Delete Records" permission cannot be removed from a Manager level user. However, if the reason they are managers is so they can schedule for other users, then this is something that Standard users can do as well. For any user that they need to schedule, have that user go to Schedule > Grant Calendar Access. Then highlight the Standard user they want to allow to have schedule for them, click Access, then choose the  View & Schedule option. This will allow the Standard user to schedule for that user. And, with Standard users, deleting records is an optional permission.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

View solution in original post


All Replies
Solution
Accepted by topic author HomeAndOfficeGroup
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: How to prevent record deletion by managers?

Hello Billy,

Welcome to the Sage ACT! Community. Unfortunately, the "Delete Records" permission cannot be removed from a Manager level user. However, if the reason they are managers is so they can schedule for other users, then this is something that Standard users can do as well. For any user that they need to schedule, have that user go to Schedule > Grant Calendar Access. Then highlight the Standard user they want to allow to have schedule for them, click Access, then choose the  View & Schedule option. This will allow the Standard user to schedule for that user. And, with Standard users, deleting records is an optional permission.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

New Member
Posts: 2
Country: USA

Re: How to prevent record deletion by managers?

Thank you, Greig!!
New Member
Posts: 2
Country: United_Kingdom

Re: How to prevent record deletion by managers?

Yeah, you could turn Managers to Standard Users, but be warned, they won't be able to clear any activities that aren't their own. Ridiculous.