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Articles tagged "restrict" returned 12 results.
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How Can I Restrict Access?
There maybe areas of Gold-Vision which don’t need to be viewed by all Gold-Vision users. Screens can be customised per team or based on the item type or status, for...
Account Portal Management
...– allows you make the space visible to contacts with the user roles selected. Editable Roles– allows you make the space editable to contacts with the user roles selected. Restrict...
Configure Account Page
...selected. Restrict Access by Contact ownership – allows you to restrict access ??????. Adding Additional fields You can add additional fields to your page. For example you may want customers...
Gold-Vision 8 Upgrade Planning
...be redirected as per the current approach to accessing Gold-Vision 7 screens Additional Restrictions Due to the nature of the migration process there are some restrictions for users on the...
Configure Activity Page
...contacts with the user roles selected. Editable Roles– allows you make the space editable to contacts with the user roles selected. Restrict Access by Contact ownership – allows you to...
How to send an email with Connect
...is helpful for larger business who need to restrict the view of specific mail shots. Close modal Send tab From the Send tab there are some final checks and settings...
Amending Drop Options
...and associating the relevant parent drop option. Close modal Configure Special Drop Options A few of Gold-Vision’s drop down fields contain special or restricted values. These can be configured in...
User Access Options
...Tip Tip: Access to Gold-Vision item types, for example; Opportunities, Projects, Reports, etc., can be restricted by Primary Team in User Access Options within the Settings area. Close modal No...
What Is GDPR? Including Best Practice
...of access The right to rectification The right to erasure The right to restrict processing The right to data portability The right to object The right not to be subject...
Using your Sage 200 integration
...to which the quote will eventually be pushed as a sales order. This also restricts the products available when building the quote to those sourced from the corresponding Sage 200...
