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SeepathySeepathy 

restrict user access to a specific record type

1) Is it posible to restrict user to a specific record type - I have Account record type called "Margue Account" and I want to give access to few users. All other users, should not be able to read accounts of this record type?

 

2) Restrict user from downloading data – is it done via role or user profile?

 

3) Dashboard – can we hide/enable some portion of dashboard to some  users.

 

4) MS outlook add-in - Can this be installed at Exchange server? 

 

Thanks for your help. 

TrimbleAgTrimbleAg

Hello,

 

I can only answer a few of your questions.

 

1) Yes, their profile will need to be different from the other set of users and not have access to the record type.

2) Not sure what data they would be downloading, but controls such as this would reside in the Profile

3) No, you would have to make a seperate dashboard for the users, you can not hide some componets to users on the dashboard.

4) Sorry I cant help on this one.

 

PB