I would like to be able to assign Limited Access to a security role.
For example, if an organisation has 20 sales people and you want to prevent each sales person from seeing anyone elses opportunities it would be useful to be able to make all the sales people Standard users and set Limited Access for Opportunities which specified "Limited to whoever is Record Manager of that Opportunity plus the Managers/Administrators".
This is different to assigning Limited Access to a Team. I saves having to individually set Limited Access individually for each of the 20 people.
Here is our issue
We have several remote saleman. We have set up the sync set to only display their specific customers which works fine. However, the entire database of companies and opportunities shows up on every salesmans laptop. We would only like each salesman to see their accounts. I have been told to update the limited access for each company, we have 13,000 companies which would be a huge undertaking. Then what happens when we add a salesperson, do we need to update again? I would think that in the sync set window we would have an option to develop a sync set for contact, companies, and opportunities. Currently only contacts are listed.
Does anyone have a work around for this? Is there a way to update limited access via mass?
The ability to automatically limit access to Contact Records based on the value of a field or fields (Similar to a Query)
Based on the City Field - Create "Limited Access Rules" where a field value defines the Limited Access nature of a Contact Record to certain Users.
If City = Dublin Then Limit Access to the Dublin Team
This idea would be especially useful for ACT! for Web users.
Thanks and thanks for this forum