05-26-2016 08:39 PM
We have a handful of employees who currently only use the cloud version of our database, however it has been terrible to use, very inconsistent, and SLOW. We would like to give these employees a local version of the database to have on their computers that they can synchronize to the cloud. Each of these users has limited access to only certain contacts. If we allow them to have a local version on their computers, will they still have limited access to only their contacts? Or will it give them access to all contacts in the database?
05-27-2016 03:48 AM
05-31-2016 05:43 PM
Can you please explain what a custom sync set is? Since our employees each have access to different records within our main database, do we have to configure each employee's desktop database to sync differently? Or when they sync will it just sync their own items?
06-01-2016 03:11 AM - edited 06-01-2016 03:13 AM
Sync sets enable you to create a remote database that contains only the contacts defined by criteria in the sync set. Any contacts that do not meet the criteria are not present in the remote database at all, and therefore cannot be accessed. If you only wanted the contacts that the user is a record manager of to be present in their database, a separate sync set would have to be created and defined during the remote database creation for each user.
Bear in mind that limiting individuals databases with sync sets can limit the user's ability to know whether a contact exists in the master database at all before creating a new contact record for them, and could lead to duplicates.
More info on creating sync sets can be found in the following Knowledgebase article: http://kb.act.com/app/answers/detail/a_id/14072
The alternate method of access control is done by setting the appropriate security roles and permissions for the users. For example, this can enable them to see, but not make changes to any public record that they are not the record manager of. This does not require individual limiting sync sets.
How are your users currently limited to their contacts?
06-01-2016 10:29 AM
06-02-2016 01:59 AM