CobbleStone Documentation Wiki Welcome Guest: 10/31/2024 7:52:18 PM
 
View for Version
 
 
Contract Insight Version:
select
Version Released On:
Friday, October 8, 2021
 
   
 
Search
 
 

search text
Search 
 
   
 
Navigation
 
 
 
   
Attachment Level Viewing Privileges   
Page last modified on Tuesday, October 12, 2021 12:22 PM (by Adam Widmeier) (initially created on Friday, May 4, 2012 2:19 PM)
Assigned to: Contract Attachments
  Generate Manual Print View
 
Page Content
 
 

Contract Attachments: Attachment Level Viewing Privileges

CobbleStone allows the Application Administrator to allow/restrict users’ attachment viewing privileges. 


Note: Prior to activating the attachment level viewing restrictions, all authorized viewers of the current contract record will have full attachment level viewing privileges.


To activate attachment level viewing permissions:

1. Click the Toolbox icon next to the file name for the line item for which to edit users’ attachment viewing privileges.

 

 

2. Click Lock/Unlock Access.

 

 

3. The Document Level Security: Assign Employees screen displays.

 

 

4. To assign an employee the permission to view the attachment, select the name of the employee in the Available Employees box and click the Blue Left Arrow to add the employee’s name to the Assigned Employees box.


Note: Employees in the Assigned Employees box have permission to view the attachment.  Be sure to add yourself as an Assigned Employee so you are able to view the attachment.


5. To remove an employee’s permission to view the attached file, select the employee’s name in the Assigned Employees box and click the Red Right Arrow.

 
   
 
Related Wiki Video Tutorials
 
 
 
   
 
Page Tags (Keywords)
 
 
 
   
 
Files & Attachments
 
  
   
 
CobbleStone Software |  Contract Insight Wiki |  version: 17.1.1.171020
CobbleStone Software is developed in the U.S.A.