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#1 Posted : Tuesday, January 15, 2013 11:52:35 AM(UTC)
Rank: Administration
Groups: Registered, Developer, Administrators

Posts: 254
Location: Atlanta, GA

I got this question from a customer today, here is how to do it:

1. Go to Settings > Organizational Settings > Access Defaults and make the Account Read Only

2. Go to Settings > Role Privileges > Manage Role Privilege, create a new role and then add users to the roles you want to restrict.

3. Go to CRM > Accounts > Admin > Rules and create a rule that states: If the Contact belongs to the State 'insert state here' then give read, write, append and delete access to the user of the role you created in the previous step.

Note: If you are editing a rule or applying rules to existing accounts, you must Run the Rule in Step 3 in order for the rule to be effective.

Note: This procedure is same for providing user access to OfficeClip Contacts.

Edited by user Tuesday, March 11, 2014 12:42:20 PM(UTC)  | Reason: Not specified

SK Dutta,

Architect OfficeClip LLC,

Web-based Business Software,

Ph: +1-770-448-7375,

Web: https://www.officeclip.com

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