06-09-2011 07:02 AM
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
06-09-2011 07:21 AM - edited 06-09-2011 07:24 AM
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.
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.