04-02-2012 02:17 PM
I have another question.
Is there a way that even if someone is a USER of ACT, that access to them can be limited to everyone except the administrators?
We have sales people that will be using ACT via web and what would be good is that we see their calendar but they don't see anyone else's, is that possible?
And we could book events into their calendar so that they can see what events are coming up that they need to be aware of.
04-03-2012 01:02 PM
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.
04-04-2012 05:30 AM
12-07-2012 08:00 AM
I thought granting calendar access to view and schedule to a standard user would only give the user the ability to clear and schedule users activities, however i have noticed the standard user has the ability to erase, which i thought was manager and above security role only. Am i missint the trick here? I have been doing some testing by:
- Creating a standard user. -No delete rights.
-Logging in as Chris Huffman
-Created a phone call scheduled for Chris Huffman
-Granting view and schedule rights for the new standard user.
Logged out of Chris Huffmans account and into the new standard user.
-Task List->Filters set to Chris Huffman only.
-Selected activity i created for chris, right clicked and the ability to erase the activity is present
This is not environmental as I have tested this on a Win7 machine, XP machine and win8(i know not supported)
Tested with ACT Premium 2012 & 2013
12-07-2012 09:12 PM
08-22-2013 02:20 PM
Resurrecting an old thread here but I hope you can help me. What it looks like based on your answer here, and with my own testing, that as long as a database user is scheduled as part of an activity (even if not the organizer), they have the ability to clear and erase that activity.
Is there any way to remove the ability to clear and/or erase for that database user in this situation? I am trying to set up a system wherein certain activities cannot be deleted except by the organizer to ensure that they've actually been completed by the database user. However, with the database user able to clear and erase on his own, this system has some significant flaws!
Hope someone can shed some light on this, including if it isn't possible at all to limit someone part of an activity from clearing or erasing.