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Security role question Act Pro v17

New Member
Posts: 1
Country: United_Kingdom

Security role question Act Pro v17

Is it possible to allow a Standard User to be able to change the record manager but not export to excel?

Or alternatively make it so only the Admin can export Excel Documents from it, so all the users can become managers?

Posts: 4,041
Country: United_Kingdom

Re: Security role question Act Pro v17

Hi tlane,


It's possible for Standard users to change the Record Manager for records they currently manage. However, once changed to another user, they won't be able to change it again.


You can remove the ability to export to Excel from Standard users from the 'Manage Users' Add Permissions step:



More info on security roles can be found in the following Knowledgebase article: