Sage ACT! 2012 User Permissions by Feature or Function

Transcription

1 Accounting/back-office link Perform accounting link tasks (1) (1) Activities (including Calendars) Associate with groups, companies, opportunities Manage activity types, events, priorities Manage resources (Sage ACT! Premium) Schedule/edit/delete my activities Schedule/edit/delete activities for other users Synchronize my calendar with Outlook or Google Activity Series Add/edit activity series templates Delete my activity series templates (1)(3) Delete other users activity series Schedule activity series Sage ACT! Scheduler Add/edit/delete database backup tasks (1)(2) (1)(2) Add/edit/delete database maintenance tasks (1)(2) (1)(2) Add/edit/delete database synchronization tasks View/purge the task log Communications Add/edit/delete word-processing templates Enable (includes using Outlook integration) Enable word processing Transfer/restore an ACT! database Companies Add/edit companies Associate with opportunities, activities

2 Delete my companies (3) Delete other users companies Duplicate companies Link/unlink my contacts Link/unlink other users contacts Manage my companies (change Record Manager; change record access) Manage other users companies (change Record Manager) Contacts Add/edit contacts Add/edit/promote secondary contacts Attach Web pages Delete my contacts (including secondary contacts) (3) Delete other users contacts Duplicate contacts Manage my contacts record access Manage other users contacts (change Record Manager; change record access) Synchronize my contacts with Outlook or Google Conversion/Upgrade Convert ACT! 3.x, 4.x, 5.x (2000), or 6.x (2004) databases Convert ACT! 3.x, 4.x, 5.x (2000), or 6.x (2004) supplemental files pg ( ), ( ), ( ), ( ), ( ), y g, or Sage ACT! 2011 databases Customization Customize columns in list views and tabs Customize layouts Customize menus and toolbars Customize Navbar Dashboard

3 Add/edit/delete Dashboards Filter data in components View/select Dashboards Data Exchange Export data (includes product lists and drop-down lists) Export to Excel (list views only) (1)(3) Import data (includes product lists and drop-down lists) Database Management/Maintenance Back up databases (1)(2) Back up personal files Copy databases Copy/move contact data (2) Create databases Define fields Delete databases Lock databases (1)(2) Manage Sage ACT! serial numbers Move databases Perform check and repair (1)(2) (1)(2) Perform remote administration (1)(2) (1)(2) Remove old data Restore personal files Restore databases (1)(2) (1)(2) Run Sage ACT! Update (not all users can update the database schema) Scan for duplicate contacts Set and maintain password policy Share databases

4 Update the database schema Groups Add/edit groups Delete my groups (3) Delete other users groups Duplicate groups Manage my groups record access Manage other users groups (change Record Manager and control user access) Histories Add/edit histories Change record access for my histories Delete my histories (3) Manage other users histories (change Record Manager; change record access) Set preference for editing histories Share histories with groups and companies Integrate Sage ACT! with other applications Record history from Gmail messages Set up Google integration Set up Outlook contacts/calendar synchronization Internet Services (ACT! Links) Use ACT! Links Lookups, search, and queries Add/edit/delete queries Perform lookups/keyword search Save lookup as company Save lookup as group Search in Sage ACT!

5 Notes Add/edit/delete notes Change record access for my notes Manage other users notes (change Record Manager; change record access) Set preference for editing notes Share notes with groups and companies Opportunities Associate contacts, groups, and companies Create/edit opportunities Create opportunity graphs and pipelines Delete my opportunities (1) Delete other users opportunities Duplicate opportunities Manage my opportunities record access Manage opportunity processes and products Manage other users opportunities (change Record Manager; change record access) Preferences Manage Admin preferences Manage user preferences Manage database preferences Printing Print calendars, address books, and contact, company, and group information Reporting Create/edit/delete reports Run reports Smart Tasks Create/edit Smart Tasks templates

6 Delete my Smart Tasks templates (1) Delete other users' Smart Tasks templates Run Smart Tasks Synchronization of Databases Change remote sync status (disable/suspend) Change expiration period Create/delete/re-create remote databases Create/edit/delete Sync Sets Enable synchronization (main database only) Initiate synchronization (remote database only) Manage database locations (2) Manage Subscription List (1)(2)(4) (1)(2)(4) Manage synchronization set-up (main database) Perform handheld device sync (1)(4) (1)(4) Print synchronization settings Recreate remote databases User Management Manage teams (Sage ACT! Premium) Manage users