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Fast Tip Friday: Changing Record Access for Multiple Contacts #SageACT

by bwhalen_sage on ‎07-06-2012 08:23 AM (1,770 Views)

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Sage ACT! Pro and Premium support record access permissions that ensure data is secured in a multi-user database. Following an import, or as part of routine maintenance, you may need to update record level permissions to ensure your contacts are secured; here’s how!

 

Changing Record Access

To update record access permissions for multiple contacts:

 

1. Open the Contact List.

 

2. Enable Tag Mode, or holding CTRL on your keyboard, click two or more contacts in the contact list.

 

 

3. Right click any of the selected contacts, then point to Edit Contact Access, and select from the following options:

 

  • Make Contacts Private: Select this option to make the Contacts accessible only to you (private).
  • Make Contacts Public: Select this option to make the Contacts accessible to everyone (public).
  • Create New Access List (Premium Only): Select this option to create a new access list by selecting Sage ACT! Users/Teams that will be granted access to the records. The new list will replace any previously defined access list.

Comments
by New Member Rwooden
on ‎07-07-2012 10:55 AM

How is this done for Companies or opportunities and not just contact records?

by gmartin
on ‎07-09-2012 06:47 AM

The 'Edit ... Access' option is also available in the Company and Opportunity List views. 

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