Contract Security

Back Top Prev Next Print

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

 

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

 

machine security

 

The image above shows all the security settings available for Contracts.

 

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

Contract Lists

Contract Header

Finance Tab

Contract Footer Tabs

Contract Examples

Contract Variations

Add a Document to a Contract

Change Bill Date on Contract

Copy Fields to Child Contract Explanation

Create Similar Contract

Finance Contracts

Terminate a Contract

Unlink a Child from a Master