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Setting up security for attachment categories

When you give members of a security group access to attachment categories, they can set up, change, copy, and delete attachment categories.

Members of a security group do not see the Setup > Attachment Categories option on the menu unless you give them access to it.

Note: Give only a limited number of employees access to attachment categories. In this way, you can keep track of the attachment categories that are made.

  1. From the Company menu, click Security.
  2. Click the security group you want to give access to attachment categories, and click Edit.
  3. On the Setup tab, select the Attachment categories check box.

Ajera displays the Setup > Attachment Categories menu option for the security group members.

  1. Click Save.

 

 

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