Activity plan template default security settings
Activity plan templates have four security setting
controls that dictate how the associated instances are viewed, altered, and
created in NexJ CRM.
- Default View Security
- This field sets the ability of users to view created instances of this template in NexJ CRM to either Public or Group. If Group security is chosen, a dialog opens, allowing you to choose the group you want to grant this ability to.
- Default Edit Security
- This field sets the ability of users to edit created instances of this template in NexJ CRM to either Public or Group. If Group security is chosen, a dialog opens, allowing you to choose the group you want to grant this ability to.
- Enable editing the security settings for instances of this template
- This check box sets the ability of users to edit the security settings for instances of this template in NexJ CRM. If set to true (the default value) then future created instances will be editable.
- Create Security
- This field specifies who has the ability to create instances of this template in NexJ CRM. You can keep the ability private to yourself, make it available to members of a specific group, or make it publicly available.