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on ‎09-09-2015 08:09 AM

I am trying to get a user access in my building who uses the same CRM info I have in ACT but he only is allowed to see certain records based off of a field I defined. I thought about using a group and him only having access to that group but I dont know how to do this. I do not want to create a new database for this one user becasue he will need to see all realtime updates made from all the other users. The other users have 100% access to all the records in a call center we have here at my company. Since this other user is an outside user and is not allowed to view all records how can I do this with ACT premium v17 ??

by Bronze Super Contributor
on ‎09-10-2015 11:08 AM

This Board is for new ideas not posting operational questions......


Please copy and post this question one of the formun belosw and you will get some great advice!




ACT Premium


Good luck!





on ‎11-09-2015 08:23 AM

This does bring up a valid request for limiting acces for users to see others users records. Had the chance of a 25 licence franchise organisation to use ACT for WEB but it was imperative that users could not see other users USER records. Requested and was looked at in pre V14 beta features but did not make release.