How do I Customize Security Actions in the Contracts App?

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

• Print

• 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.