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To limit access to the Activity Importer

Unlike the other areas that you can control from the Access Keys window, access to Activity Importer functionality is controlled by a combination of three controls:

Access to Activity Importer by Keyword and Authorization Level

Authorization Level (Customers)

Activity Importer access keyword
(NONE)

Activity Importer access keyword
(ASSIGNED)

SQLQuery keyword
(NONE)

SQLQuery keyword
(ASSIGNED)

0 – 3

Import activities task list item not enabled; user cannot use Activity Importer

4 – 7

Import activities task list item displays but user cannot access Activity Importer

Import activities task list item displays and user can access Activity Importer

Import activities task list item displays; user can access Activity Importer but cannot use advanced query features

User can access and use all Activity Importer features

8

Import activities task list item displays and user can access Activity Importer

 

Import activities task list item displays; user can access Activity Importer but cannot use advanced query features

User can access and use all Activity Importer features

To limit user access to the Activity Importer, you must perform the following steps:

  1. Create or add keywords to the ACCESS_KEYWORDS general lookup/validation table.
  2. Assign access keywords to Activity Importer.
  3. Assign access keywords to users.

    Note: You must have a Sys mgmt authorization level of eight (8) or higher and database privileges to assign access keywords.

See Also

Limiting Access to Customer Data

To assign access keywords to selected customer data

To limit access to customer financial data

To limit access to the Internet Security tab

To limit access to the Fund Raising tab

To limit access to customer address information

To limit access to customer status information


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