Community
Showing results for 
Search instead for 
Do you mean 
Reply

user restrictions

New Member
Posts: 1
Country: United States

user restrictions

ACT Premium V11.1

We would like to restrict "standard users" so they can not view the documents in the "documents" tab.  But administrators can view the documents in the documents tab.  Is that possible, and if so how?   All info is greatly appreciated.  Thanks, Lew

Bronze Super Contributor
Posts: 1,170
Country: USA

Re: user restrictions

This is not possible in Act!.  Even with Sage's most sophisticated CRM solution - Saleslogix - this kind of functionality is not included.  (Yes, it likely could be built, but that is a different story.)

 

Bottom Line:  If the user can see the contact record, they can see the attachments/documents for the contact.