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limit access by User name

New Member
Posts: 2
Country: USA

limit access by User name

I am looking for a way to limit the access to contacts based on the user login name.  Example -  our database has 8000 contacts, but when salesman "A" logs into ACT, I want him to only see the contacts that he is the Recond Manager for (which might be 400 contacts), not all 8000 contacts.  I have tryed using the access levels, but that only seams ot limit the users who can make changes to those contacts.   Any ideas?

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: limit access by User name

New Member
Posts: 2
Country: USA

Re: limit access by User name

Yes, I have ACT Premium - I should expanded on my question.

Can you tell me how to set the Limited Access for a complete "Lookup" rather than one at a time?

We have lot's of records to change

Bronze Elite Contributor
Posts: 1,426
Country: United_Kingdom

Re: limit access by User name

I am assuming you have set up a team in ACT or if not the sales person is a standard user and you are an administrator.

 

Create a look up and the Tag all.

 

Go to Contacts at the very top of the screen and select Edit Contact Access

 

Now choose Create New Access List

 

If you want to run this without teams and the Users is a Standard User and Record Manager of all the records and you are an Administrator -

 

Remove all names from the list and just leave the USER (Record Manager's) name in the list.

 

Now run.

 

If you have set up teams -

 

As above but this time add in the Team you have created for this user.

 

Now run. (Note that anyone who needs to see these records will also have to be in the Team. Administrators see all records.)

Copper Elite Contributor
Posts: 232
Country: Germany

Re: limit access by User name

Hi Mark,

 

specially for this need we created our tool Import|it,, you can download a trail at our page

 

if you have any questions feel free to contact me directly

 

Ingot Lange

 

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