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Excerpt

Attachment Security

File security has been standardized to work the same way for non-admins across all entities in the system. Previously the dataform file right Action item menu was wide open, so if you have view rights to the dataform you can add, edit and delete files, but, on orgs, contacts, activities and tasks, you needed at least edit rights to the entity in order to add, edit or delete files.

All entities now work like this:
* First, you must have edit rights for the entity (dataform or otherwise) that you're on in order to do anything but view files.
* If you have edit rights, then you can optionally lock files down using an "_$Attachment" security entity.

  • Dataforms use {TableName}_$Attachment - set by checking the "Attachments Secured" box on Dataform properties
  • Orgs, contacts, activtiesactivities will use CRM_$Attachment - must be added by a ClientSpace representative - if you would like to utilize CRM attachment security contact your Account mangermanager.
  • Tasks will use Incident_$Attachment - must be added by a ClientSpace representative - if you would like to utilize Task attachment security contact your Account mangermanager.



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