Sage ACT CRM 2013: Making Sure You Can Always Get Administrative Access to Your System

Quick Tip for Sage ACT CRM (any version) To Help Make Sure You Never Get “Locked Out” of Your ACT Database.

Note:   If you are single user of ACT! (i.e. – you do not have multiple users set up in your database), your best line of defense is backing up on a regular basis.

 If you have been using Sage ACT CRM for more than just a week or two, you know how critical ACT is to your daily routine…  Meeting and call alerts, sales histories, Smart Task updates – pretty much your entire business life is in ACT!

As a group of users in a company, Sage ACT CRM brings even more benefits by allowing everyone on the team to stay on the same page – no matter where they may be!

A key to making sure your ACT system stays in tip-top shape and is working at peak is the user(s) who are assigned “Administrator” access in ACT.  Here is a simple little “best practice” you should always follow in an ACT multi-user system to make sure you never lose Administrative access to the database.

Sage ACT CRM:  Administrative Rights Are the Keys to The Database

The Administrator login to your Sage ACT CRM database are the “Keys to The Kingdom”. Take care to never lose them, but do not give them out too freely

As with all things in life, sometimes bad things happen, things that no one could do anything about, that can make for real inconvenience (or worse!).

As you may know, “Standard” ACT users cannot perform the following mission critical duties:

  • Back-up the database or restore a back-up
  • Import or Export data
  • Delete records they didn’t create
  • Link Companies and Contact records
  • Access Existing User Profiles or create new ones
  • Perform any kind of database maintenance
  • Perform any duties related to managing database synchronization
  • Customize the data fields or layouts

Likely there are a few things I missed, but I am sure you get the point:  Being able to gain successful login to the database as an administrator is key for the continued viability of the database.

If you only have one user who is an Administrator and something happens to that user profile (forgotten password, corruption…), you could find yourself in a world of hurt!

Simple solution:  Be sure that at least two of your ACT users are assigned the Administrator profile in your system.  (This doesn’t mean you should “give the keys to the kingdom” to all users!  Discretion is advisable when giving a user complete rights, as they can cause much damage with full access.)

And yes, you could always restore a backup (as long as you know the correct login), but that assumes you have a current backup.  It also may entail a good deal more work depending upon how your ACT system is set up (synchronization is one potential caveat).

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