How to Create a Read Only View for Call Logging Users.
Setting Users to a Read Only option:
1. Create a new Role named Read_Only in Administrator>> Security>> Roles.
2. With the Read_Only Role selected, set the following Objects/Tables with only View rights on the Rights tab.
Security>> Roles>> Read_Only Role>> Rights tab. Set all options other than below to either No or No Rights:
Activity Log View
Call Attachments View
% Call Groups (all options) Open (this is optional - Open means they have rights to only run existing groups)
Call Group Simple Searches Yes
Call Logging Module Yes
Call Record View
Customer Login Information View
Customer Simple Searches Yes
Customer Window View
CustomerGroups % (all options) Run (this is optional - Run means they have rights to only run existing groups)
Global Attachments View
Global HeatBoard Issues View
% Hot Lists Open (this is optional - Open means they have rights to only run existing groups)
iHEAT Yes (only if using iHEAT)
Profile Attachments View
Report Shortcut % (all options) View - Run (only if pre-configured reports exist)
Table Maintenance View
Validation Tables View
Security>> Roles>> Read_Only Role>> Tables tab:
Set all tables in this list to View only.
3. When it is time to transfer people to the Read_Only Role, simply go to Administrator>> Security>> Users, select that User and change his/her Security Role to Read_Only on the General tab. If you need a faster way to migrate multiple people to the Read_Only Role, then select Security>> Roles, select the Read_Only role and select the Users tab. Then change the Members of Other Roles drop down to each role where users exist and use the Add button to move them from their original Role to the Read_Only Role.