Product Family: Act!
Product: Act! Pro, Act! Premium
Version: 2006 and later
Field level security allows you to specify which of your users have permission to read and/or edit any given field in the database. This allows you to hide or restrict access to data in sensitive fields, such as credit card or social security numbers. These permissions can be configured by all users, by team, or by individual users.
Note: Team and individual user field level security requires Act! Premium.
Act! field level security has three permission levels:
- Full Access – This is the default option for all fields when they are created. It allows users to have full control of these fields limited by only their assigned Security Roles in Act!.
- Read Only – This allows these users to view this data, but they cannot change it. Read Only fields have a gray background
- No Access (Available in Premium versions only) – This prohibits these users from seeing the data that exists within the field. No Access fields will appear as a blank field with a gray background
Note: Not all permission levels are available for all default fields, however all permissions are available for user created fields. For information regarding available permissions for default fields, refer to the following knowledgebase article:
What Field Permissions are Available in a Default ACT! Database
Priority for field level security is determined by three "Based On" states:
- Default – This is the lowest level in priority to determine field permissions
- Team – Team takes priority over Default only. This means that if a user is a member of a team with Read Only permission, that would take precedence over the Default level for this field
- User – User is the highest priority for permissions and supersedes both Default and team permissions. If a user is a member of a team with Read Only permission, and the user is set to Full Access, they would have Full Access to this field
Note: Team and User options are only available in Premium versions of Act!
For information on how to manage field level security, refer to the following knowledgebase article:
How to manage field level security in Act!