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User restriction to only see certain company and contact records

New Member
Posts: 6
Country: USA

User restriction to only see certain company and contact records

I am trying to get a user access in my building who uses the same CRM info I have in ACT but he si only allowed to see certain records based off of a field I defined. I thought about using a group and him only having access to that group but I dont know how to do this. I do not want to create a new database for this one user becasue he will need to see all realtime updates made from all the other users. The other users have 100% access to all the records in a call center we have here at my company. Since this other user is an outside user and is not allowed to view all records how can I do this with ACT premium v17 ??

Copper Elite Contributor
Posts: 107
Country: United States

Re: User restriction to only see certain company and contact records

Yes, this is a Premium feature.  You first need to set up a Team of users to include the folks in your office but not the new guy.  Then do a Lookup for the contacts you DON"T want him to have based on that field.  Edit the Access Level for all the contacts in the Lookup to include the Team; since he's not a member of the Team he won't be able to access those contacts.

Karen Fredricks
Tech Benders
561-470-5450
New Member
Posts: 6
Country: USA

Re: User restriction to only see certain company and contact records

Thank you!! I will try this today.