Basics

• Some actions are highly specific and very powerful.
• Explicitly Secured Actions are page-specific security options. For instance, having the right to attach an image to a Contact record does not automatically allow a user to attach an image to a household record.
• They are explicitly assigned to Security Roles that can be selectively applied to users who need to perform those actions.
• Explicitly Secured Actions include:
  • Quick Add
  • Export
  • Attach Files
  • Secure Records

To add or remove these actions

1. Administration > Security Role
2. Edit
3. Find the desired page or sub-page
4. Change the level of access as needed
5. Check or uncheck the desired explicitly secured action
6. Save

Export

Users with a Security Role granting them this privilege can export one or more records from a page into a Comma Delimited file or another supported file type. Read permission is required.

Attach

Users with a Security Role granting them this privilege can upload files including images associating them with specific records on a page. This right also allows users to delete files attached to records. Read permission is required.

Secure

Users with a security role granting them this privilege can hide records on a page from other users. Read permission is required. Read more on this feature here.