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Permissions and Licenses

Copper Contributor
Posts: 8
Country: USA

Permissions and Licenses

Hi guys

 

I wonder if anyone can help.

 

1. We have Act Pro 2011 for 5 users which is working great. We need to ad 3 more users in, is it easy enough to purchase 3 licenses and install them into Act? 

 

2. Can you change permissions within Act to stop certain users seing specific fields within a contact or certain areas of Act?

 

Thanks, Ben

Silver Contributor
Posts: 1,813
Country: USA

Re: Permissions and Licenses

LIcenses can be purchased online or via an ACT Certified Consultant.

 

The security preferences you are mentioning are part of the ACT premium product.  You might consider going to premium for the enhanced security model and due to the number of users you have.

 

Let me know if you have any questions.  (we can sell you the software if you want too)

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

Copper Contributor
Posts: 8
Country: USA

Re: Permissions and Licenses

Thanks for the reply. We will get them licenses through our reseller when we need them in the next few weeks.

Are there any permissions that can be set in Pro? Or is it the basic, Admin, Manager etc

Thanks again, Ben
Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Permissions and Licenses

No permissions in Pro aside from the user "level" assigned as you mention.

 

A couple of thoughts:

 

Although it is not security per se, and it may not work for you situation, you could create a different layout for the users who should not edit/see the fields such that the layout they use does not have those fields on it...  Basic, yes, but a possible idea.

 

Another thing to check on if you do not have budget to go with upgrading everyone to Premium is to see if there is an addon out there that emulates or actually provides this kind of function.  I would surmise that it might not be terribly tricky to create a script in something like TopLine Designer that could pull this off...  Just a guess.

Silver Contributor
Posts: 1,813
Country: USA

Re: Permissions and Licenses

Yes, you can set user permissions, but not record level or field level permissions.  User permissions would apply to the entire database only.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider