Setting up security for attachment categories

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

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

To set up security for attachment categories

1. From the > Setup menu, click Company > Role.
2. Click the role 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 > General > Attachment Categories menu option for the role members.

4. Click Save.