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Thread: User Settings

ComcoDG
Posts: 22

User Settings Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 18 Mar 09 1:48 PM

I have a user from our production department who will be entering information into a Ticket. Since the user will only be accessing the Ticket window (specifically the description field of the Ticket Details tab) I would like to limit this users access to revise other entities such as the Account details. I have set the user’s profile to start in the Ticket details when starting SalesLogix since this limits the possibility of error, but just to be safe I would like to check and see if there are any ways to further limit this users access.

Thanks in advance for the ideas!

[Reply][Quote]

Mark Duthoy
Posts: 21

Re: User Settings Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 18 Jun 09 10:51 AM

What version of SalesLogix?

[Reply][Quote]

ComcoDG
Posts: 22

Re: User Settings Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 18 Jun 09 11:06 AM

Version 7.0.1.1075

[Reply][Quote]

Mark Duthoy
Posts: 21

Re: User Settings Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 18 Jun 09 11:22 AM

Open the Administrator and open the user's settings. On the Security tab remove the access to Delete Accounts, Contacts, Opportunities and whatever else you want to protect. In addition, you could create a new security profile, set all tables to Read Only except the ticket related tables which would remain as Read/Write, and assign that profile to this user. Hope this helps.

[Reply][Quote]

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