Community
Showing results for 
Search instead for 
Do you mean 
Reply

How to set up a new user with limited access in act sage 2009 premium

Tuned Listener
Posts: 19
Country: India

How to set up a new user with limited access in act sage 2009 premium

Hello,

 

How we can set up a new user in act sage with limited access.

 

Just say we can set up a new user with having access to records with state=Canada or so and he can be able to see or edit records where state=Canada.

 

Thanks

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: How to set up a new user with limited access in act sage 2009 premium

[ Edited ]

Hello Sneha_pahuja,
You can do a lookup of the contacts you don't want him to have access to, then setup limited access for that contacts and do not include him in the access list. Another option is to create a remote database for him, with the sync set criteria only allowing him to get the contacts you want him to access. The drawback would be that he would not get updates real-time, only when he syncs, but it would be much easier to manage on an ongoing basis than limited access

Greig Hollister

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