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Managers viewing private records

Copper Contributor
Posts: 8
Country: United States

Managers viewing private records

Hi all,

 

We are using Act 11 (2009) Standard.

 

Is it possible for managers to view records designated as private?

 

Currently, different employees have their groups/records set to private so they are unable to view each other's prospects.

 

Is there any way for managers or administrators to be able to view those records? Can this be accomplished somehow in Act Premium?

 

Basically, what we are trying to accomplish is to have certain records/groups be able to be accessed by certain users and unable to be accessed by others.

 

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Managers viewing private records

No. For what you want you need the premium version which has limited access capabilities.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Contributor
Posts: 8
Country: United States

Re: Managers viewing private records

Thank you