Community
Showing results for 
Search instead for 
Do you mean 
Reply

Tab Security

Copper Contributor
Posts: 8
Country: United States

Tab Security

Is there a way to limit who has access to certain tabs?  I would like to hide certain tabs from my standard users.  Thanks!
Silver Contributor
Posts: 1,813
Country: USA

Re: Tab Security

No, but you can in the premium product limite access to the fields on the tabs. Then if you wish, you could create a different layout for each group of users which didn't display that specific tab.
Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

Copper Contributor
Posts: 60
Country: United States

Re: Tab Security

But there is no way to actually hide the layout either, right? All layouts are accessible to all users defeating the purpose of having different layouts for different users with different user rights.

 

We have been looking for a way to do this for a long time. Any other suggestions on how to hide layouts or specific fields for some users?

Silver Contributor
Posts: 1,813
Country: USA

Re: Tab Security

Not Safely, could be done with custom programming.  I would leave the extra layouts there but protect the fields.  Other users would be able to see the layouts, but not the data in the fields.
Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider