Folder Security

Security settings can be modified to allow certain staff members add, modify, and delete rights for attachment folders.

To Grant Access

1. Click SETUP > Security Administration > user rights templates tab and select the security template.
2. Click [edit].
3. Open Resource Groups > Client.
4. In the Rights area, the following rights are available under Folders:

• Add: Secures the New Folder option in the context tool.
• Modify: Secures the ability to rename folders.

Note: Staff members who have access to add folders should also be given rights to modify in order to allow the naming of the new folders.

• Delete: Secures the delete folder option.

5. In the Rights area, make the appropriate selections.
6. On the Navigation Toolbar, click Save.