2.  Adding Access Items

Once you have loaded the Limited Access Setup screen, your next step is to click "Add" to create a new access rule.

Here is an example of the "Add Access Item" screen

IMPORTANT!  All Users and Teams MUST be configured in the ACT! application prior to creating your Limited Access rules.

1.  Select the field type to use:  Choose whether your access rule is run against the Contact, Company or Group

2.  Select the field to use:  Choose from the list of ACT! fields that match based on the "Type" you chose in step 1.

3.  Select your Operator:  Choose the query operator that will be used for the matching criteria

4.  Enter the value to check:  Enter the information you want to be used to find matches for your Limited Access Rule

5.  Select your Users:   Choose the ACT! User(s) to assign records to based on the matches to your specified criteria

6.  Select your Teams:  Choose the ACT! Team(s) to assign records to based on the matches to your specified criteria

Once you have finished entering the information needed for your Limited Access rule, click the Update button to return you to the main Limited Access Setup screen

Here is an example of a completed Limited Access rule