Template Security

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

 

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

 

templatesecurity

 

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

 

Choose what the user is able to do.

 

Checkbox settings:

 

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 security.

 

Further information

Actions and Action Groups

Attach a Template to Contract

Included Templates

Merge Templates

Delete Template

Template Rules