Setting Package Security

In addition to user access to packages, it is also possible to define whether other users within your company can view or edit package details. This is useful if you want to restrict access to users within a certain department.

To set package level security:

  1. Open the package.

  2. Click the Package Security tab.

  3. Select either:

    1. All users in my company.

    2. Selected users in my company (see step 4).

  4. If you choose to limit access to selected users, select the contact and click the arrow icon.

  5. Click Save.

  • Use the check boxes to select whether users can View or Edit the package.

  • Users assigned edit access have full access and can edit package attributes, documents, recipients and can send out package notifications.