Security Levels in ACT! by Sage Premium

• 1) Database Level Security
• 2) User Level Security
• 3) Record Level Security
• Back to Security Levels

User Level Security:

There are 5 different User Security Levels in ACT!.  Each of the 5 levels have different access rights which are described below:

Administrator - The Administrator Security Role is designed for users who need to have access to all sections of the program. When a database is created, the first user is always an Administrator (this can be modified at a later time). Administrator is the highest level of access and is reserved for those users that are responsible for database maintenance, backup, restore and other general database management. The only information the Administrator does not have direct access to is the private data of other users. Administrators do have the ability to change the passwords of other users.

Manager - The Manager Security Role grants access to all primary functions within the program. Manager users have nearly the same access as the Administrator but are limited in some of the database management and maintenance tools. Managers have access to all things the Administrator does, EXCEPT for the following: Manage Users, Delete Database, Database Maintenance, Restore Database, Administer Custom Tables, or View/Archive Logs.

Standard - The Standard Security Role is designed for users who only create, and modify their own records, companies, and groups. Standard users do not need to manage the contacts of other users. Standard users can delete records only if they are the Record Manager. Standard users will also have the ability to modify menus, toolbars, reports, and word templates but will not be able to add fields or modify the layout. In addition, Standard users are not able to setup synchronization or attach e-mail to a contact record.

Restricted - Restricted users have very limited access to the database. A user with the Security Role of Restricted will be able to add contacts, create activities, and create Sales opportunities. Restricted users also have the ability to create Activity series, and run Reports. However, a restricted user cannot add companies or groups and cannot delete data even if they are the owner. Furthermore, restricted users are not allowed to modify any portion of the database, including menus, tool bars, and layouts. Restricted users will still have access to E-mail and Fax features.

Browse - Browse users have the most limitations. Browse users are only able to view database information and cannot modify this information in any way. However, a user with the Security Role of Browse will still have access to Reports and Word Processing functions. All other functions are disabled for Browse users.



The following charts show specifically what features that each different Security Role has access to:

Contacts:

	Administrator	Manager	Standard	Restricted	Browse
Create/Edit Contacts	X	X	X	X
Delete "My Contacts"	X	X	X
Delete Other User's Contacts	X	X
Move Contact Data	X	X
Manage Other User's Contacts (change Record Manager and control access)	X	X

Opportunities:

	Administrator	Manager	Standard	Restricted	Browse
Create / Edit Opportunities	X	X	X	X
Delete "My Opportunities"	X	X	X
Delete Other User's Opportunities	X	X
Manage Opportunity Process	X	X
Manage Opportunity Products	X	X
Manage Other User's Opportunities (change Record Manager and control access)	X	X

Companies:

	Administrator	Manager	Standard	Restricted	Browse
Create / Edit Companies	X	X	X
Delete "My Companies"	X	X	X
Delete Other User's Companies	X	X
Manage Other User's Companies (Change Record Manager)	X	X

Groups:

	Administrator	Manager	Standard	Restricted	Browse
Create / Edit Groups	X	X	X
Delete "My Groups"	X	X	X
Delete Other User's Group	X	X
Manage Other User's Groups (Change Record Manager and control access)	X	X

Activities:

	Administrator	Manager	Standard	Restricted	Browse
Create / Edit / Delete "My Activities"	X	X	X	X
Manage Custom Activity Types List	X	X
Manage Priorities List	X	X
Manage Resources	X	X
Update Activities with Outlook	X	X	X	X
Create / Edit Events	X	X
Edit Delegate for All User's and Resources (cannot be removed)	X	X

Activity Series:

	Administrator	Manager	Standard	Restricted	Browse
Run Activity Series	X	X	X	X
Create / Edit Activity Series	X	X	X
Delete My Activity Series	X	X	X
Delete Other User's Activity Series	X	X
Manage Other User's Activity Series (Change Record Manager)	X	X

Reporting:

	Administrator	Manager	Standard	Restricted	Browse
Run Reports	X	X	X	X	X
Create / Edit Reports	X	X	X
Delete Reports	X	X	X
Delete Other User's Reports	X	X

Communications:

	Administrator	Manager	Standard	Restricted	Browse
Enable Email	X	X	X	X
Enable Telephony	X	X	X	X
Enable Word Processing	X	X	X	X
Create / Edit Word Processor Templates	X	X	X

Data Exchange:

	Administrator	Manager	Standard	Restricted	Browse
Import Data	X	X
Export Data	X	X

Customization:

	Administrator	Manager	Standard	Restricted	Browse
Access Layout Editor	X	X
Customize Menus / Tool bars	X	X	X

User Management:

	Administrator	Manager	Standard	Restricted	Browse
Manage User's	X
Reassign Contacts / Activities / Opportunities	X	X
Manage Teams	X	X

Database Management:

	Administrator	Manager	Standard	Restricted	Browse
Run ACT! Update	X	X	X
Access All Non-Private Data	X
Lock Database	X	X
Delete Database	X
Database Maintenance	X
View / Archive Logs	X
Customize Fields	X
Administer Custom Tables	X
Backup Database (Does not include Backup Remote Database)	X	X
Restore Database (Does not include Restore Remote Database)	X

Synchronization:

	Administrator	Manager	Standard	Restricted	Browse
Enable Synchronization	X	X	X
Manage Synchronization Setup	X	X
Manage Subscription List	X	X	X
Manage Other User's Device Sync Setup	X	X	X

Online Access

	Administrator	Manager	Standard	Restricted	Browse
Run ACT! Update	X
Internet Access	X	X	X	X	X