ACT! Security Model 14

Rex

Company Linking

A contact linked to a Company27 can be updated based on changes made to the linked Company record. This linking functionality occurs only if the user initiating the update can access both the linked Contact and Company records. Additionally, the user initiating the update must have at least “read-only” access to the linked fields on the company record28 and “full access” to the linked fields on the contact record.

Record Access Limitations
For Company linking updates to occur, the user performing the update must have access to both the company and the linked contact.

If a contact is inaccessible:
Company link updates will not occur.•
A Contact and Company link cannot be established.•

If a company is inaccessible:
Company link updates will not occur.•
A Contact and Company link cannot be established.•
The linked Contact displays the Company name, even if the Company is inaccessible. • However, the user cannot access the linked Company record.
An administrator, manager, or the record manager of a Contact can unlink the Contact • from a linked Company even though the Company record is inaccessible.