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

Question asked by seberle on Oct 31, 2012
Latest reply on Oct 31, 2012 by 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.

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