Explicitly Secured Actions
- Exporting records
- Attach files to records
- Securing records
Each action is specific to a page, and they are not available on sub-pages. Think of this as page-specific security options. For example, having the right to attach an image to a Contact record does not automatically give a user the right to attach an image to a Household record.
Explicitly secured actions are assigned to security roles that you can then apply to users who need to perform those actions.
Export
Users with this security role and explicitly secured action can export one or more records from a page into a comma delimited file or another supported file type. Read permission is required.
Attach
Users with this security role and explicitly secured action can upload files, including images, associated with records on a page. Users with this right can also delete files attached to records. Read permission is required.
Secure
Users with this security role and explicitly secured action can hide records on a page from other users. Learn more about securing records. Read permission is required.
Add or Remove Explicitly Secured Actions
- In the navigation menu, click .
- Click Edit.
- Find the relevant page in the list.
- Change the level of access as needed.
- Select or clear the explicitly secured action.
- Click Save.