This role is the most limited. A Browse user can view data that they have access to. Browse users can also print and run reports and query data.

This role allows users to access only certain areas of the application.

A Restricted user can:

• do everything Browse users can do.

• create contacts, opportunities, and activities.

• run reports, mail merge, and schedule activities.

The Restricted role is typically assigned to users working in a support capacity for a user acting in a Standard or Manager role.

This is the most common user role, designed for users who require access to all records and data. This is the default user role.

A Standard user can:

• do everything Restricted users can do.

• access most areas of the application.

• create contacts, groups, companies, and opportunities.

• modify report and word processing templates.

• delete items they own.

• synchronize data.

This role is designed for users who require system-wide access to data but do not need to use administrative tools.

A Manager can:

• do everything Standard users can do.

• access all areas of ACT! except database maintenance.

• define fields and layouts.

• manage synchronization setup.

• customize data for the entire database, such as priority types, custom activities, and so on.

• delete any records (except private records that belong to other users).

• change user access of records (except for private items).

• create and manage teams

This role is typically assigned to people who manage other users and who require system-wide data access.

It is recommended that you limit the number of users you assign Administrator and Manager roles.

When a user creates a database, he or she is automatically assigned the role of Administrator. This is the most powerful role in ACT! Premium for Web Server Premium for Web with access to all areas of the application and all data in the supplemental files. An Administrator also has access to all management tools such as database maintenance and synchronization.

An Administrator can:

• do everything Manager users can do.

• access all data except for private records for which he or she is not the Record Manager.

• perform database maintenance and restore or delete databases.

• create and manage users.

• create and manage teams

Once installation is complete, the Administrator is typically the person who manages the database.

It is recommended that you limit the number of users you assign Administrator and Manager roles.

Folders where supplemental database and personal files are stored on your computer