How can I restrict users from creating Activity records?
To restrict users from creating records in activities, you can remove privileges from their user roles or use access groups to limit privileges.
Activities Privileges
The privileges you need to remove to disable record creation in Activities are:
Privilege Name | Privilege Code |
---|---|
Create Activity | ZMM_CREATE_ACTIVITY_PRIV |
Create Digital Sales Activity Appointment | ZMM_CREATE_DIGITAL_SALES_ACTIVITY_APPOINTMENT_PRIV |
Create Digital Sales Activity Task | ZMM_CREATE_DIGITAL_SALES_ACTIVITY_TASK_PRIV |
Delete Activity | ZMM_DELETE_ACTIVITY_PRIV |
Update Activity | ZMM_UPDATE_ACTIVITY_PRIV |
View Activity | ZMM_VIEW_ACTIVITY_PRIV |
View Activity from Digital Sales | ZMM_VIEW_DIGITAL_SALES_ACTIVITY_PRIV |
View Web Activity | ZCA_VIEW_WEB_ACTIVITY_PRIV |
For more information about using access groups to restrict access to functionality, start with Overview of Access Groups.