Question: How can I change access permissions for fields in my database?
Product Details:
Product Family: Act!
Product: Act! Pro, Act! Premium
Version: 2006 and later
Answer:
Note: For detailed information about how Field Level Security works, refer to the following knowledgebase article:
What is field level security in Act!?
To edit field level security:
Changing Default Permissions
Default permissions apply blanket permissions across all users in the database, including any Administrators. To change default permissions:
Changing Team Permissions (Act! Premium only)
Team permissions allow you to specify which teams have access to a field. The Team permission setting takes precedence over the Default Permission. To change team permissions:
Changing User Permissions (Act! Premium only)
User permissions allow you to specify which users have access to a field. The User permission setting takes precedence over Team and Default permissions. To change User permissions:
Note: Fields with modified permissions will display in the Define Fields dialog box with a lock symbol next to the field name.
Product Details:
Product Family: Act!
Product: Act! Pro, Act! Premium
Version: 2006 and later
Answer:
Note: For detailed information about how Field Level Security works, refer to the following knowledgebase article:
What is field level security in Act!?
To edit field level security:
- In Act!, click Tools > Define Fields
- In the Create, edit, or delete fields screen, choose the desired field type from the drop-down
- Choose the desired field from the list of fields below the drop-down, then click Field Security from under the Field Tasks section
- Depending on which permissions you want to change, refer to the appropriate section below
Changing Default PermissionsDefault permissions apply blanket permissions across all users in the database, including any Administrators. To change default permissions:
- In the Field Security screen, click the Default Permission drop-down
- Select No Access (Act! Premium only), Read Only, or Full Access
Note: Not all permission levels are available for all default fields, however all permissions are available for user created fields
- When prompted whether you are sure, click Yes
- If you’re done with Field Security, click Finish, or for additional permissions, refer to one of the other sections of this article, depending on what permissions you wish to change
Changing Team Permissions (Act! Premium only)Team permissions allow you to specify which teams have access to a field. The Team permission setting takes precedence over the Default Permission. To change team permissions:
- In the Field Security screen, click the Teams tab
- Click Edit…
- Select the team you wish to edit permissions for, or select multiple teams by selecting an initial desired team, then by holding down your Ctrl key while clicking additional teams
- Click the Access Level drop-down, then select No Access (Act! Premium only), Read Only, or Full Access
Note: Not all permission levels are available for all default fields, however all permissions are available for user created fields
- Click OK
Note: If desired, you can set teams back to the default permissions by selecting a team in the Teams list on the Field Security screen, then by clicking Reset.
- If you’re done with Field Security, click Finish, or for additional permissions, refer to one of the other sections of this article, depending on what permissions you wish to change
Changing User Permissions (Act! Premium only)User permissions allow you to specify which users have access to a field. The User permission setting takes precedence over Team and Default permissions. To change User permissions:
- In the Field Security screen, click the Users tab
- Click Edit…
- Select the user you wish to edit permissions for, or select multiple users by selecting an initial desired user, then by holding down your Ctrl key while clicking additional users
- Click the Access Level drop-down, then select No Access (Act! Premium only), Read Only, or Full Access
Note: Not all permission levels are available for all default fields, however all permissions are available for user created fields
- Click OK
Note: If desired, you can set users back to the default permissions by selecting a user in the Users list on the Field Security screen, then by clicking Reset.
- If you’re done with Field Security, click Finish, or for additional permissions, refer to one of the other sections of this article, depending on what permissions you wish to change
Note: Fields with modified permissions will display in the Define Fields dialog box with a lock symbol next to the field name.