How do I Customize Security Actions in the Contracts App?

Updated on June 7, 2022 11:27PM by Admin

Actions allow you to provide access to individuals who are reputed to undertake actions in the Contracts App settings. Users who have the privilege to perform a specific action on their contracts page can do that action.

To Customize the Actions:

  • Log in and access the Contracts App from the universal navigation menu.
  • Click on the More(...) icon and select Settings.
Contracts - Settings
  • Select Actions from the Security dropdown located at the left navigation menu bar.
Contracts - Sec Actions

Here, we have to create a privilege to the action in which we want to give access to the users. Now, we’ll go through each action with privileges.

  • Apps
    • Home
    • Export
    • Search/Advanced Search
    • Delete
    • Send
    • Trash
    • Notifications Tab
    • Reports
    • Display Dropdown
    • Save as View
    • Side Panel
    • Settings
  • Object
    • Create
    • Create & Submit
    • Create & New
    • Print
    • Convert
  • eSignature
    • Send eSign
    • Resend eSign
    • In-person Sign
  • You can disable the apps, by using the toggle. For instance, when I disable the Delete toggle, the delete button will not be available on the contracts overview page.
Contracts - Disabled
  • You can also set the privileges, where you can provide access to the users to perform actions.
Contracts - Privilege