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Important notice for our customers – COVID-19


Have questions about Act! security?


Roles & Permissions

Protect your critical business data with Act! User Security
One of the most important security features that can be employed with Act! is the assigning of user permissions. Giving everyone Administrator permissions may seem convenient at first, but is needlessly risky and seldom leads to a happy outcome. The following section briefly describes security roles as a means to safeguard your database.

User security roles determine:

  • The areas of the application (such as the Contacts menu or Tools menu) that a user can access.
  • The tasks (such as adding contacts or running reports) the user can perform.

The five user security roles are: Administrator, Manager, Standard, Restricted, and Browse. Give users the role that lets them access only the functions they need to perform their job.


Permissions allow users with a Standard or Manager role additional access to features and the ability to perform special tasks.

Administrator - Is the highest level role in Act!. Users with this role can access all features, and all records that have public or limited access. Users who are responsible for maintaining the database, ensuring data security, and adding or deleting users, should be Administrators.

Manager - Has access to all features except Manage Users, Delete database, and Password Policy. The Manager role can be expanded by adding or removing permissions for the individual user. Managers have access to all public records. Users who need to Manage Teams, modify database schema, manage records owned by other users, create/edit layouts, import/export data, manage custom activity types, or update product information, should be Managers.

Standard - Represents the typical user. Standard users can access most areas of the application. This role can be expanded by adding or removing permissions for the individual user. Standard users can access public records and their private records. Users who perform a variety of tasks, including creating/modifying word-processing and report templates, but who do not need to modify or maintain the database, should be Standard users.

Restricted – Can access only basic functionality. Restricted users can only access public records and their private records. In addition, users with this role cannot delete any records, even records they own. Typically, Restricted users are assistants, hourly workers, or others requiring only limited access to features.

Browse – Gives users read-only access to information. For example, a Browse user can run reports. Temporary employees and users who only need to reference information should be Browse users.

Who we are?

Specializing in CRM software for small to medium sized businesses, through expert counsel, deployment, hosting, support, and development services.

Delivering fruitful CRM solutions since 1994, Keystroke is the #1 Act! Reseller in the World and Master Act! Distributor for Canada.

Contact Keystroke

Get in Touch

Toronto   500 Gordon Baker Rd. Toronto, ON, M2H 3B4
Toll Free : 800.857.0558
Office : 416.499.3090
Fax : 416.499.1090

Kitchener   250 Woolwich St. S. Breslau, ON N0B 1M0
Toll Free : 800.939.4737 Ext. 1
Office : 519.579.1408

Monday to Friday: 9AM to 8PM EST
Saturday & Sunday: Closed

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