Package Security

In addition to user access to packages, it is also possible to define other users within your company to View / Edit the package details. This is useful if you want to restrict access to Standard Packages to only users within a particular department for example.

To define Package level Security:

  1. From within the Package details window, click on the Package Security tab.

  2. Choose between All users in my company (the default option) and Selected users in my company when allocating users access to the Package.

  3. If using Selected users in my company use the Add and Remove buttons to manage users access to the package by selecting View and/or Edit options. The package creator is listed automatically.

  4. Click Save.

  • Access to Packages affects package details within both the Drafts and Sent Packages registers.

  • Users assigned Edit access in the Package Security tab who have Full access to the Packages module can edit package attributes, documents and recipients and send out package notifications.