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File Restriction on Vendor Records   
Page last modified on Friday, May 14, 2021 11:50 AM (by Adam Widmeier) (initially created on Friday, May 14, 2021 11:46 AM)
Assigned to: Vendor/Customer Management
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File Restriction on Vendor Records

Some attachments on vendor records can be confidential. For those reasons, we only want a certain amount of people to have the ability to access those files. As with contracts, users with access may lock/unlock access to an attachment on the Vendor/Customer record.



To set users or security groups with access to the attachment, click the Document Toolbox next to the attachment then click Lock/Unlock Access.




Use the blue arrow to assign Employees/Security Groups, or use the red arrow to remove Users/Security Groups.


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