Authorise dossier for tab

When authorising for tabs, you can assign users the following rights to a specific tab: No access, Read only or Maintain.

For each destination to which you can add a dossier item you have a Dossier tab on which you can authorise. For example, the Dossier tab for:

Authorise tabs:

  1. Go to: General / Management / Authorisation tool.
  2. Go to the tab: Authorisation.
  3. Find the tab for the destination, for example:
    • Organisation (via CRM / Organisation/person / Organisation / Tabs / Dossier)
    • Sales contact/debtor (via Order Management / Sales / Sales contact/debtor / Tabs / Dossier)
    • Employee (via HR / Employee / Employee (MSS) / Tabs / Dossier)
    • Forecast (via CRM / Sales automation / Forecast / Tabs / Dossier)
    • etc.
  4. Authorise the tab.
  5. If you select CRM / Dossier / File type, you can authorise many more tabs.
  6. Authorise the Sub-dossier tab via CRM / Dossier / Client record items / Tabs / Sub-dossier.

See also

Directly to

  1. Authorise a dossier
  2. Authorisation for menu item
  3. Authorisation for actions
  4. Authorisation via data filters
  5. Authorisation for tab
  6. Filter dossier items by dossier item type (Confidential field)
  7. Edit options for dossier item type (Properties and Destination)