Browse by Solutions
Browse by Solutions
How do I Customize Security Actions in the Contracts App?
Updated on June 7, 2022 11:27PM by Admin
Actions allow you to provide access to individuals who are reputed to undertake actions in the Contracts App settings. Users who have the privilege to perform a specific action on their contracts page can do that action.
To Customize the Actions:
- Log in and access the Contracts App from the universal navigation menu.
- Click on the More(...) icon and select Settings.
![]() |
- Select Actions from the Security dropdown located at the left navigation menu bar.
![]() |
Here, we have to create a privilege to the action in which we want to give access to the users. Now, we’ll go through each action with privileges.
- Apps
- Home
- Export
- Search/Advanced Search
- Delete
- Send
- Trash
- Notifications Tab
- Reports
- Display Dropdown
- Save as View
- Side Panel
- Settings
- Object
- Create
- Create & Submit
- Create & New
- Convert
- eSignature
- Send eSign
- Resend eSign
- In-person Sign
- You can disable the apps, by using the toggle. For instance, when I disable the Delete toggle, the delete button will not be available on the contracts overview page.
![]() |
- You can also set the privileges, where you can provide access to the users to perform actions.
![]() |
Flag Question
Please explain why you are flagging this content (spam, duplicate question, inappropriate language, etc):