link users to companies

[marleen panne]

Hi,

I have 2 companies in my database.

A certain number of users needs to see and work with company A and everything it holds, but is not allowed to see any of the contents of company B.

Users of company B should not see or be able to change any of the information in company A.

A few people in central services and myself (administrator) should see both companies and be able to modify, delete etc...

How can I solve this problem ?

Kind regards,

Marleen

[GLComputing]

It's only in the Premium product.

So, if you have that, you would need to set up Limited Access as per this ACT! Knowledge Base article - http://tinyurl.com/5egcqo

You can define default access for new records and need to do it for contacts as well as the companies

[marleen panne]

Thanks for your quick answer !

I do have Premium. However, in the article you mention I find :

"Right-click over the Contact Detail or right-click after selecting a contact in the Contact List view, and then point to Edit Contact Access from the shortcut menu".

Only ... Edit Contact Access is greyed out, I don't have access to this option.

What can I do ?

Thanks again.

Marleen

[GLComputing]

You need to be Manager or Administrator in the database and maybe (can't recall off top of my head) the manager of the record.

You can't change any users' My Record.

[marleen panne]

Right, this specific user was his own Record Manager. My mistake.

I've created a new user from scratch, and followed the entire article step by step. But I can't hide Companies or Divisions for this new user. I only succeed in not showing him Contacts.

Any suggestions ?

Thanks,

marleen

[GLComputing]

What version of ACT!?

I think limited Access for Companies only came in ACT! 2008 Premium

You should also research teams and default access in the knowledge base

[marleen panne]

Hi Mike,

Sadly, we have Act! Premium, version 2007 - 9.0.1.162.

I'll see what I can find about teams and default access. I may get back to you if I can't find what I need.

Thanks for your help !

Kind regards,

Marleen

[GLComputing]

If security is that important, might be a good justification for an upgrade?

Try searching the knowledge base on teams and access :-)

[marleen panne]

I know, I may have to ask my boss to invest ...

But not before I've tried everything else !

Marleen

[GLComputing]

From this ACT! Knowledge Base article - http://tinyurl.com/5alzbx (What's new in 10.0)

Group and Company Security (for ACT! Premium only)
Improve data security by limiting the access to any Group or Company Record by user or by teams of users. Control which users can view and/or edit Group and Company information, including Group and Company membership and shared Notes and History, and automatically limit the access to any new Groups and Companies created, based on the security preference set for ongoing Group and Company. Group and Company Security ensures that team members have access to only the information for which they are authorized.