Act Premium and Act Premium Cloud Security Settings

by | Sep 30, 2021 | ACT CRM Software Tips and Tricks

If you are in a company or organization with multiple Act by Swiftpage users, it is important to recognize that you have some options for the way that your contacts are viewed by others. In addition to the way they are being viewed, you can also restrict certain actions in act.

The video below outlines Act Premium and Act Premium Cloud Security Settings. If you administer an act database, or in other words you set it up for your company and manage it for your company, you should be aware of some of these options.

Individual user security settings in act

Individual users of act can be set as administrators, managers, restricted and browse only users. The video I have included outlines the differences in these options.

Individual contact security settings in act

If you put the contact information for your doctor in act you might not want other people to see that particular contact. Act allows you to restrict who can see specific contacts. There are public, private and limited access options in act. Again, the video below outlines some of the distinctions.

Conclusion

Understanding security settings can have an impact on the way you view using act. If you hire a new salesperson for example, you might want to limit his or her access to certain contacts. At first, some of the distinctions between the settings can be confusing. The purpose of this article is to make you aware of the fact that act can create some boundaries within it. This can help you re-imagine the way act can be used in a broader scope. If you have questions, please contact me and I will discuss them with you. Thank you.