Limiting records by user

[evlwhtguy]

We have GM 6.7 and have several remote users who sync. We have another group of users who we want to have access but we don't want them to have a remote laptop as it is a lot of maintenance ans requires a licence. We have figured out how to allow them to get in to our server and view records, complete calls etc. however they will then have access to all the records and we don't want this for obvious reasons. Can you limit access of records vewable by particular users? We can easily do this with the remote users via sync filters but I don't know how to do this with these users who will have access to the server.

 

[DJHunt]

Judicious use Owner field which is best structured using User Groups.

DJ Hunt
Phone: (978)2-3333
WebSite:

http://www.DJHunt.US

- The Hacker's Guide to GoldMine Premium
- One-on-One GoldMine Technical Support ( Fee Based )

http://www.DJHunt.US/Default.html

 

[evlwhtguy]

Sounds great but how do I do that?

 

[DJHunt]

Begin by creating your User Groups, and then assign the appropriate User Group to each record. Those in the User Group assigned to the record should have the ability to Modify, while those not in the User Group do not have the ability to Modify.

You will also want to look at the individual User Access Right, and modify those appropriately.

DJ Hunt
Phone: (978)2-3333
WebSite:

http://www.DJHunt.US

- The Hacker's Guide to GoldMine Premium
- One-on-One GoldMine Technical Support ( Fee Based )

http://www.DJHunt.US/Default.html