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Jim2® Business Engine Help File

Navigation: Jim2 Functions > CardFiles

CardFile Security

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The ability to add, edit, view and amend card files is handled via the traditional Jim2 Security.


cardfile security1


The image above shows all the security settings available for card files.


To enable other users to view specific areas, select the Security Group, click Edit and expand the CardFile (and sub-folder) tick box.


user cardfile security


Choose what you would like the user to be able to do.


Adding a User Card File to Multiple Security Groups                

To add a user to multiple security groups, edit a user’s card file via CardFiles > View/Edit CardFile (or right click from a card file list), click Edit, then select the User tab. Click on the arrow (down arrow) of the Security field, and select the security groups as required.


add user to sec group


Tick box settings:


Tick Boxes


Checkbox (Selected)

Will only return results for what is ticked.

Checkbox (Unticked)

Will not return results for any unticked boxes.

Checkbox (Partially Selected)

Will return results for all of the above.


Please see User Group – Tags/Category Groups for more in-depth information on card file security.


Further information: