4 Replies Latest reply on Oct 31, 2012 5:56 PM by seberle

    Company Owner (Admin) vs. Sales Professional(s) (Edit) FM12 Database use

    seberle

      Please advise basic steps or example database to permissioning a CRM database with the following functionality.

      (Platform: FM12 Server Advance on a Mac Mountan Lion Server, FM12 Pro Advanced, FM Go on iPad and iPhone.)

       

      At login:

       

      If Company Owner: Full database access is granted.

       

      If Company Salesperson# 1: "Edit" database access is granted.

      If Company Salesperson# 2: "Edit" database access is granted.

      Records are private to Salesperson #1 and #2 unless a "checkmark" is placed on the record making it public (anyone logged into the database)

       

      Etc.

       

      Thank you for your time and consideration.

       

      Steve.