2 Replies Latest reply on Aug 15, 2016 2:26 AM by timbaxmeyer

Make only selected records available to one user

timbaxmeyer Aug 12, 2016 2:27 AM

Hi everyone,

We are using GMPE 2014. We like to limited access of a new user to only contact records that are assigned to him (Key 4 field). Is it possible to limit user rights to only see records assigned to him?

Thanks

Tim

1. Re: Make only selected records available to one user

DHunt Aug 12, 2016 9:39 AM (in response to timbaxmeyer)

Yes it is Tim. You must use Ownership & Curtaining, and that should resolve your issue. If you are not familiar with this technique then I would suggest that you review GoldMine Premium - The Definitive Guide on the FrontRange/Heat website.
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2. Re: Make only selected records available to one user

timbaxmeyer Aug 15, 2016 2:26 AM (in response to timbaxmeyer)

Thanks DJ - I bought your book years ago. I will check it out.

Much appreciated
Tim
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