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Defining security roles

New Member
Posts: 1
Country: USA

Defining security roles

I am new to ACT! and am now Administrator and want to understand the security roles, how they were defined and what access they have to various tabs. The help text wasn't helpful at all.  Can someone provide some guidance, please.

Judi

Silver Contributor
Posts: 1,813
Country: USA

Re: Defining security roles

The help text is usually the first place I go. if we start from there, do you have any specific questions about the secuirty roles?

  • Administrator - Is the highest level role in Sage ACT! Premium. Users with this role can access all features in Sage ACT! Premium, and all records that have public or limited access. Users who are responsible for maintaining the database, ensuring data security, and adding or deleting users, should be Administrators.
  • Manager - Has access to all features except Manage Users, Delete database, and Password Policy. The Manager role can be expanded by adding or removing permissions for the individual user. Managers have access to all public records. Users who need to Manage Teams, modify database schema, manage records owned by other users, create/edit layouts, import/export data, manage custom activity types, or update product information, should be Managers.
  • Standard - Represents the typical user. Standard users can access most areas of the application. This role can be expanded by adding or removing permissions for the individual user. Standard users can access public records and their private records. Users who perform a variety of tasks, including creating/modifying word-processing and report templates, but who do not need to modify or maintain the database, should be Standard users.
  • Restricted – Can access only basic functionality. Restricted users can only access public records and their private records. In addition, users with this role cannot delete any records, even records they own. Typically, Restricted users are assistants, hourly workers, or others requiring only limited access to features in Sage ACT! Premium.
  • Browse – Gives users read-only access to information in the Sage ACT! Premium database. For example, a Browse user can run reports. Temporary employees and users who only need to reference information should be Browse users.
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