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Cardex access rightsExpand / Collapse
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Posted 1/29/2006 10:40:29 PM


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Last Login: 10/2/2006 4:26:56 PM
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Currently any Point user can read, edit, delete, import and export any munber of Cardex database records.

Is there any need to limit access rights to Cardex for different Point users?

For example, restricting access by:

  • read access
  • edit access
  • delete access
  • delete of more than some number of records
  • import
  • import of more than some number of records
  • export
  • export of more than some number of records

If any of these access limits are useful for any reason, please respond by specifying which type of restriction and why the restriction is useful. Illustrate with use cases if possible. If such restrictions are not useful, feel free to respond with that also. Thank you.

Post #2385
Posted 6/30/2006 5:47:46 PM
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We would find it useful if we could allow read access only to certain cardex files (as in Company Contacts), and read/write to their own (Loan Officer contacts).
Post #3540
Posted 8/18/2006 1:58:48 PM
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I use Windows permissions to control who has edit permissions on the Cardex...myself and the processors have modify permissions and everyone else has read-only.

But it would be interesting if LOs could create their own entries...

Post #3814
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