The ability to add, edit, view and amend card files is handled via the traditional Jim2 Security.
The image above shows all the security settings available for card files.
To enable other users to view specific areas, select the Security Group, click Edit and expand the CardFile (and sub-folder) tick box.
Choose what you would like the user to be able to do.
Adding a User Card File to Multiple Security Groups
To add a user to multiple security groups, edit a user’s card file via CardFiles > View/Edit CardFile (or right click from a card file list), click Edit, then select the User tab. Click on the arrow () of the Security field, and select the security groups as required.
Tick box settings:
Tick Boxes |
Explanation |
Will only return results for what is ticked. |
|
Will not return results for any unticked boxes. |
|
Will return results for all of the above. |
Please see User Group – Tags/Category Groups for more in-depth information on card file security.
Further information: