Community
Showing results for 
Search instead for 
Do you mean 
Reply

Limited Access for Subtable/Pricing

New Member
Posts: 3
Country: USA

Limited Access for Subtable/Pricing

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

 

thanks,

Lynne

Administrator
Posts: 1,372
Country: United_Kingdom

Re: Limited Access for Subtable/Pricing

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!)

 

Act!_2018-05-21_11-26-40.pngAct!_2018-05-21_11-28-54.png

 

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!

New Member
Posts: 3
Country: USA

Re: Limited Access for Subtable/Pricing

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

Administrator
Posts: 1,372
Country: United_Kingdom

Re: Limited Access for Subtable/Pricing

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.
New Member
Posts: 3
Country: USA

Re: Limited Access for Subtable/Pricing

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