How to reset field permissions in Act! Link for Accounting (UK Only)

Question: How do I reset field permissions in Act! Link for Accounting?

Product Details:
Product Family: Act!
Product: Act! Pro (UK edition), Act! Premium (UK edition)
Version: v17 and later
Integration: Act! Link for Accounting

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Answer:

IMPORTANT: Before changing the field permissions, ensure that each of the following conditions are met:

• You are logged in as an Act! Administrator, who also has an allocated license for Act link for Accounting.
• You have the User name and Password for the Act link for Accounting Administrator User.
• Your User Name and Contact Name are the same.
• All users have build 2.3.5 of Act Link for Accounting installed, as previous builds cannot reset field permissions.

Follow the steps below to reset field permissions:

1. Log into Act! as the intended User.
2. Go to Accounting > Settings
3. In the Act! Link for Accounting Setup screen, under Act! Login, enter the login details for the Act User you want to set the field permissions for.
4. Click Test and confirm that it has completed.
5. Click on Reset Permissions.
6. Click Yes to proceed.
7. Click OK to Complete.
8. Click OK to Act! Link for Accounting Setup.
9. Click Yes to save changes