How to restrict users of a shared bcm db

G

Guest

When new sales guys start we only want them to see their leads, not the full
BCM db. Also we want to prevent them from using the Offline db and export
features to keep them from quitting and stealing the data. Is there any way
to impose these types of restrictions by user? Our db is on our SBS SQL2005
server.
I have some some posts that indicate the answer is No, but it would help if
one of the MS guys could confim or deny this feature
 
L

Luther

When new sales guys start we only want them to see their leads, not the full
BCM db. Also we want to prevent them from using the Offline db and export
features to keep them from quitting and stealing the data. Is there any way
to impose these types of restrictions by user? Our db is on our SBS SQL2005
server.
I have some some posts that indicate the answer is No, but it would help if
one of the MS guys could confim or deny this feature

You can wait for confirmation from MS or ask them directly, but I'm
pretty sure the answer is no.

If you want features like roles and permissions, you'll have to look
to more powerful programs like MSCRM. BCM is deliberately kept simple
so that users can get up and running without having to configure those
types of features.

You could keep the BCM program on another physically inaccessible
machine, and have the sales guys Remote Desktop to it. They wouldn't
be able copy an offline db or exported file to a removable media.
 

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