ACT! Security Model 13

Rex

Companies and Groups

Tree Views
Companies and Groups can be organized hierarchically26 to mirror organizational structures or simply for convenience. This organization appears in a “tree view” in the main company and group views, as well as in company/group selection dialog boxes.

Both Companies and Groups can be assigned any of the three record access levels available in ACT! - public, private, or limited access. This flexibility presents challenges in the hierarchy display. To accommodate the need to organize the hierarchy and the need for the database to contain companies/groups of varying access levels, the existence of limited access Companies and Groups is revealed in tree views. However, only the names of Companies/Groups can be seen by all users in views. The user can view, search, or obtain reports on other data, details, memberships, or other information related to the Company or Group only if the user performing can access the Company or

Group in question. Inaccessible private Companies and Groups do not appear in tree views.
Sub-Groups and Company Divisions

While public and limited access Companies and Groups can exist anywhere in the organizational hierarchy, there are limitations related to the private Companies and Groups. A private Company or Group cannot have sub-groups or divisions with public or limited access.