Community
Showing results for 
Search instead for 
Do you mean 
Reply

Can Browse Users Open Documents?

Highlighted
New Member
Posts: 2
Country: United_Kingdom

Can Browse Users Open Documents?

Hi there,

 

I have recently become administrator for our comapny's ACT system. I need to grant some people read only access so i have set their Security Role to 'Browse'. However I am getting complaints that they can no longer open documents under the Documents tab on customer's profile. Does anyone know if there is a way of changing this? Once again i only want these users to have read only access to everything and not be able to add, delete or edit anything

 

Many thanks for any help

Highlighted
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Can Browse Users Open Documents?

[ Edited ]

Hello Mark,

Welcome to the Sage ACT! Community. Unfortunately, it does not look like Browse users can access Documents, as this would allow them to edit them. There is not a way to change this. As a workaround, they can right-click on the document, select "Email Document", then in the email message screen, they should be able to open the attached file.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

Highlighted
New Member
Posts: 2
Country: United_Kingdom

Re: Can Browse Users Open Documents?

Hi Greig,

 

Thank you for the response. Shame about that but the workaround is much appreciated