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Jim2® Business Engine Help File

Navigation: Jim2 Functions > Quotes

Quotes Security

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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.

 

quote security

 

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

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 Quotes security.

 

Further information:

Security