NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm

Display The Paperclip Icon On The Client Master

Owned by Cameron Betsch (Unlicensed)
Last updated: Mar 07, 2014 by Tony Hayes
1 min read
The paper clip icon on the Client Master is secured.  To show it the user needs to be part of a role that has the "gen_ClientMaster_$Attachment" security entity.

Step by Step Instructions:

Add the gen_ClientMaster_$Attachment entity to a role the user in question is a member of by Administering Role Security: 

 

  1. Go to System Admin   > Security > Roles.
    The Security Roles list is displayed.
  2. Roles can be filtered by Role Title, Users that are associated with the role, or Entity Name of the associated Security Entities.



  3. If a user needs access to a particular security entity, one of two things can be done:
    • The user can be added to a role that already contains the required entity by filtering roles by the targeted entity.
    • The security entity can be added to a role that the user is already associated with by filtering roles.
  4. Add the appropriate View, Add, Edit, Delete, and Admin rights for the role.


To see if a user is already in a role with a specific entity, filter the Roles by user and Entity.

You can also use a wildcard when searching for roles. When setting search parameters, place a % symbol before your search string to make it a wildcard keyword search.  ex %Service Case

NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm