User Roles in ACT!

ACT! by Sage helps you organize customer information in one place but lets you share it as widely as you need to. Of course, not every employee needs access to every bit of information in ACT!, and the following table shows the functions available to the various user levels:



























































































































































































































































































































































































































































































FunctionAdministratorManagerStandardRestrictedBrowse
Activities




Create/edit/delete own activitiesXXXX
Edit/delete other users’ activitiesXX


Create/edit eventsXX


Synchronize Outlook activitiesXXXX
Customize activity typesXX


Manage Priorities ListXX


Activity Series




Create, edit, and delete my own activity series templatesXXX

Delete or edit activity series of othersXX


Schedule activity seriesXXXX
Communications




Create/edit templatesXXX

E-mailXXXXX
Enable a mergeXXXX
Contact, Companies, and Groups




Create/edit contactsXXXX
Create/edit groups and companiesXXX

Delete my contacts/companies/groupsXXX

Delete other users’ contacts/companies/groupsXX


Change Record Manager for contacts/companies/groupsXX


Customization




Add fieldsXX


Access Layout DesignerXX


Modify word processing and report templatesXXX

Customize menus/toolbarsXXX

Data Exchange




Export to Excel from list viewsXXX

Export data from File menuXX


Import dataXX


Database Management




Add userX



Back up databaseXX


Define fields and protected drop-down listsXX


Delete databaseX



Lock databaseXX


Change database preferencesXX


Perform maintenanceX



Restore databaseX



Run ACT! updateXXXXX
Opportunities




Create/editXXXX
Delete my opportunitiesXXX

Delete other users’ opportunitiesXX


Change Record Manager for opportunitiesXX


Manage opportunity processesXX


Manage opportunity productsXX


Reporting




Create/editXXX

Run reportsXXXXX
Synchronization




Enable synchronizationXX


Synchronize to another database or PDAXXX

Manage Subscription ListXXX

Manage synchronization set-upXX


Premium Features




Manage teamsXX


Manage resourcesXX





dummies

Source:http://www.dummies.com/how-to/content/user-roles-in-act.html

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