ACT! Security Model 7

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Custom Permissions

A custom permission is an optional permission which can be granted to, or restricted from, an individual who has a manager or standard role. Administrators are irrevocably granted all permissions in the database. No custom permissions are available to restricted and browse users.
The six custom permissions available in ACT! Premium are:

Accounting link tasks• - Ability to perform Accounting Link tasks.

Delete records• – A user’s ability to delete Contacts, Companies, Groups, Opportunities, Notes, and Histories which he owns (is the record manager for).

Export to Excel• - Ability to export list view data to Microsoft Excel.

Handheld device sync• 13 – Ability to set up and perform handheld device synchronization.

Remote administration• – Ability of a non-administrator in a remote database to perform database maintenance, back up a database, and restore a database back-up file. This permission does not include the ability to Remove Old Data.

Manage subscription list• – Ability to modify the database synchronization subscription list. In a remote database, the subscription list displays the contacts currently included in the sync set. Users with this permission can add or remove contacts from the sync set.

Custom permissions are assigned by selecting Manage Users from the Tools menu, and choosing to Edit User Information for a selected user. Only administrators can Manage Users.