Quotes Security

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The ability to add, edit, view and amend quotes, etc. is handled via Jim2 Security.

 

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

 

quote security

 

The image above shows all the security settings available for quotes, all self explanatory.

 

Choose what the user is able to do.

 

Checkboxes

Explanation

checkboxtick

Will only return results for what is ticked.

checkboxempty

Will not return results for any unticked boxes.

checkboxpartsel

Will return results for all of the above.

 

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

 

Further information

Security