Limited Access for Subtable/Pricing

[LKPremier]

Is there a way to set Opportunity (ies) to Public but limit who can see the pricing for said opps?

thanks,

Lynne

[JonTaylor]

If you're using Act! Premium, then yes!

Field Security settings can be accessed from Tools > Define Fields (making changes to the field structure does require all other users to be logged out, and I'd recommend backing up first!)

From the Field Security Menu, you can set No Access (the field will be greyed out), Read Only (users can see, but not change the value) and Full Access on each user/team.

You can find more info on this feature here:

KB 19185 - How to manage field level security in Act!

Hope this helps!

[LKPremier]

I do not have Field Security on my Premium Cloud.  And Define Fields is dimmed out on my desktop version.

[JonTaylor]

Hi Lynne,

Sorry, I didn't realise you were a Cloud customer. Unfortunately, Field Security changes need to be made at the server level! I'd recommend contacting our tech support team, who'll be happy to make these changes on your behalf.

[LKPremier]

Thanks Jon - I will contact support if I decide to go the server route.