09-06-2012 01:32 AM
Reading through a few messages and threads on here, but can seem to find it or see it anywhere - is there a way of making a low level access user only able to view their own records or would this be completed via several access restrictions made by other users at the time of creating their records.
I don't want to include the private function however as this hides them from the ultimate administrator.
09-06-2012 04:44 AM
The premium feature of ACT has a feature called limited Access. While private hides from everyone except the user, limited access allows you to define which members of your team see which records.
Here is an article that describes this.
09-06-2012 10:27 AM - edited 09-06-2012 10:27 AM
If you have the Premium version, you can use Limited Access to specify which contacts a standard user can see. The Pro version only has Public and Private access levels.
So to answer your question:
Premium - Yes
Pro - No
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.