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QuoteWerks Help
Version 24 (Build 1.04) 
December 12, 2023
  •      

Enable Individual Resource Security

When this is enabled, you can specify which users can view and modify individual cover pages, print layouts, and literature.

Important:   When the "Enable Individual Resource Security" option is activated, all Covers, Print Layouts, and Literature files will be automatically hidden. You will need to start applying security rights for these to be visible. With this in mind, do not start applying security rights until everyone is out of QuoteWerks so you have time to make the necessary changes.

 

Setting File Access Rights

To set File Access Rights, click on the [Deliver] icon or the File-> Print menu option to open the Deliver Window.  

1.Click on the Administration Mode Checkbox to display all of your layout files.

Note:You must have Master Rights or the Access right of "NonMasterRightsUser_CanAdministerDeliverables to set access rights for the cover pages, layouts, and literature files.

 

 

2.Any files in RED are files that DO NOT have any users setup to view or modify them.  This means that until you add access rights to these RED files, they will not be visible to your other users when not in administration mode. To edit the access rights, right-click on a Print Layout or Literature file and choose Set Access Rights.
 

Tip:You can select multiple files on the layouts tab only by holding CTRL on your keyboard and selecting the files. Once you have highlighted multiple files, simply-right click and choose the Set Access Rights menu. Mutli-select is not available for Cover pages or literature files.

 

 

Note:On the Covers tab, the right-click menu is not available. Instead, when in Administration mode, select the Cover page you want to modify the access rights for and click on the button.
 

3.This will open the Set File Access Rights Window. Here you can select which of your users and groups are able to view and/or modify each layout or literature file you selected.
 

 
Utilizing groups in the access rights window is a great way to save time if you have a large number of users who need to access the file. You can also use the select all icon () to select all the users and groups to be able to view the selected file(s). If you click on the drop down menu next to select all, you can specify if you want to provide view or modify access for all  .  Alternatively, the deselect all button () will deselect the view access right if all the users at one time.  Simliaritly, if you click on the drop-down menu next to de-select all, you can specify if you want to de-select the view or the modify access for all.  
 
 
 

4.Once you have made the appropriate changes, click [Ok] to save those changes. You will now see the number of users and/or groups who have access to that particular file in the brackets next to the layout name (you may need to refresh the layout by clicking F5 on your keyboard to see that change).
 

 
 

5.Repeat these steps for each cover page, layout, and literature document that need to be visible to your users.

 

 

Individual Resource Security

Individual File Access Rights

The following information covers access rights for layouts and literature files.

‘View’ Rights

Granting the user/group this right will enable the user to view the files on the Layouts and Literature tabs.

‘Modify’ Rights

Granting the user/group this right will enable the user to modify the existing layouts and literature files.

Tips on Assigning Rights

When cloning layouts (.FPC files), the rights set will carry over to the cloned layout. If you create a new layout, you will need to assign access rights to that new layout.    

Note: Users can also check these rights by logging into that new user’s account. To do this, click on the File-> Login as another user option.

Security Hierarchy for File Access Rights

Note:The Access Rights set under Utilities-> User Maintenance-> Access tab will overwrite the File Access Rights set from the Deliver Window. So if you set an access right of "CannotModifyPrintLayout" for a user and then give them access to modify a layout under the Deliver window, that user will NOT be able to modify that or any other layout until that Access Right is removed. Additionally, users with Master Rights are able to view and modify any files, at any time no matter what security settings are set for them.

‘View’ Right hierarchy

Individual File Access Security is ENABLED

Result

Default status is

NOT GRANTED

If user belongs to a group that has View rights assigned then

GRANTED

If User has View rights specifically assigned to User then

GRANTED

If user has Master Rights then

GRANTED

‘View’ Right hierarchy

Individual File Access is NOT ENABLED

Result

Defaults status is

GRANTED

If user has Master Rights then

GRANTED

‘Modify’ Right hierarchy

Individual File Access is ENABLED

Result

Default status is

GRANTED

If user belongs to a group that has Modify rights assigned then

GRANTED

If User has Modify rights specifically assigned to User then

GRANTED

If user has Misc Access right “CannotModifyPrintLayouts”, and/or "CannotModifyLiterature", and/or "CannotModifyCoverPages".

REVOKED

If user has Master Rights then

GRANTED

‘Modify’ Right hierarchy

Individual File Access is NOT ENABLED

Result

Default status is

GRANTED

If user has Misc Access right “CannotModifyPrintLayouts”, and/or "CannotModifyLiterature", and/or "CannotModifyCoverPages".

REVOKED

If user has Master Rights then

GRANTED

 

Other Helpful Topics:

Enable Individual Product Data Source Level Security
Security Settings