The ability to add, edit, view and amend Quotes, etc. is handled via the traditional Jim2 Security.
To enable other users to view specific areas, select the Security Group, click Edit and expand the Quotes (and sub-folder) tick box.
The image above shows all the security settings available for quotes.
Choose what you would like the user to be able to do.
Tick box settings:
Tick Boxes |
Explanation |
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Will only return results for what is ticked. |
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Will not return results for any unticked boxes. |
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Will return results for all of the above. |
Please see User Group – Tags/Category Groups for more in-depth information on Quotes security.
Further information: