Hello

I need help and the details of the problem is as follows: In the saleslogix LAN administrator I have disabled certain users from being able to add a new account in Saleslogix but can only add a new contact to the account. Tested in the Saleslogix LAN cleint and that works perfectly.

However, in the saleslogix web client i log on as one of the users (that are disabled in the LAN administrator to add a new account), and the user can still add a new account. I then logged into the saleslogix web client as the admin user. I go to the administration, right-click on roles and create new role. In the actions tab, i add all the actions needed except the Entities/Account/Add. Then on the users tab I add the users to this role that should not be able to add a new account.

When I log on as that user (that should not be able to ad a new account), yes the user can't add a new account. But this also stops the user from adding a new contact to an account that has been created.

is there a solution for this problem?

We had to add a + icon on the Contact Detail View.....add contact to THIS account......we also reset the secured actions on the AccountContacts Tab + icon for adding  contact.

SLX has been notified of the SNAFU....I was fairly vocal about at Boot Camp 2011.

That code should all work fine.

Check the roles setting on the buttons in question to make sure they match the user roles and the function correctly.

You can also remove the security role  from the "+" action on the Contact tab and that should "remove" security from the picture.

Lane: the code doesn't work fine......as of 7.5.4.

Here's another one for you to prove my point:

Welcome Page has the Add Account and Add Contact links appearing on the page OOTB. Remove the Secured Actions to Add Account and\or Add Contact....and they BOTH still appear and both still will launch Add Account or Add Contact......i.e. they aren't handled by Secured Action.

User's that don't have Add Account but do have Add Contact are geschroooot in SLX 7.5.4.....we worked around it......John Perona says this is fixed in 8.0000 (haven't seen the Beta yet).

Interesting, the last 754 rollout i did was a LAN convertion so i had manipulate a lot of data to clear things up. But, I'll admit I had to rebuild the SLX secured actions tables manually first  including adding our own, then run the secured actions rebuild utility in the saleslogix folder. Without the utility, or after installing the bundle again, we had all sorts of inconsistancies. But we could have just been luckie.

In prior versions we tied a entity script property to the button visibility property so BtnAdd.Visibility=AccountEntity.CanAddContacts()

Hi RJ Samp.

Thanks for the input\idea is there any chance you could provide me details on how you accomlished this work around in order to get specfic users that can add a new account and contact and for other users that can only add a contact to an exisisting account? I have tried a few things but then either my build has errors or no change happens.

Thanks