{"id":19423,"date":"2019-07-03T05:41:09","date_gmt":"2019-07-03T05:41:09","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?page_id=19423"},"modified":"2020-01-14T10:55:43","modified_gmt":"2020-01-14T10:55:43","slug":"configure-security-templates-to-control-access-of-users","status":"publish","type":"page","link":"https:\/\/www.inogic.com\/blog\/configure-security-templates-to-control-access-of-users\/","title":{"rendered":"Configure Security Templates to Control Access of Users"},"content":{"rendered":"<p><strong>Security Templates <\/strong>Entity enables to control access given to the users over various features of Attach2Dynamics such as Upload, Download, Email, Copy Link, Rename etc. in all three cloud storages \u2013 SharePoint, Dropbox and Azure Blob Storage.<\/p>\n<p><strong><em>Note<\/em><\/strong><em>: If two records are created for the same user then the user will get highest access permission from either of the records.<\/em><\/p>\n<p>Now let&#8217;s see how to configure Security Templates.<\/p>\n<p><strong>1) General<\/strong><\/p>\n<p>Navigate to <strong>Apps&#8211;&gt;<\/strong><strong>Attach2Dynamics&#8211;&gt;<\/strong><strong>Security Templates<\/strong>. In this section you will define the name of record and the connector to a particular cloud storage.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-19424\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/Security-Template-2-1.png\" alt=\"\" width=\"1144\" height=\"311\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/Security-Template-2-1.png 1144w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/Security-Template-2-1-300x82.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/Security-Template-2-1-768x209.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/Security-Template-2-1-1024x278.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/Security-Template-2-1-660x179.png 660w\" sizes=\"(max-width: 1144px) 100vw, 1144px\" \/><\/p>\n<p>Populate the given fields and save the changes. After the changes are saved you need to select users to whom this security template should apply.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-19422\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/Security-Template-6.png\" alt=\"\" width=\"1139\" height=\"431\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/Security-Template-6.png 1139w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/Security-Template-6-300x114.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/Security-Template-6-768x291.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/Security-Template-6-1024x387.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/Security-Template-6-660x250.png 660w\" sizes=\"(max-width: 1139px) 100vw, 1139px\" \/><\/p>\n<p><strong>2) Permissions<\/strong><\/p>\n<p>Next tab is <strong>Permissions <\/strong>which comprises of all the Attach2Dynamics features. To provide access to Attach2Dynamics features just enable the checkbox given against each and every feature and click on <strong>Save<\/strong>.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-19425\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-view-3-1.png\" alt=\"\" width=\"1025\" height=\"465\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-view-3-1.png 1025w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-view-3-1-300x136.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-view-3-1-768x348.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-view-3-1-1024x465.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-view-3-1-660x299.png 660w\" sizes=\"(max-width: 1025px) 100vw, 1025px\" \/><\/p>\n<p>Now you have successfully configured your user specific Security Template.<\/p>\n<p><strong><em>Note: <\/em><\/strong><\/p>\n<ul>\n<li><em>If no template is created for a user, then all the features would be enabled except the Delete feature<\/em><\/li>\n<li><em>For Delete feature a Security Template is must<\/em><\/li>\n<\/ul>\n<p>For more information download the solution from our <a href=\"https:\/\/www.inogic.com\/product\/productivity-pack\/attach-2-dynamics-365-crm-upload-multiple-files-sharepoint-cloud-storage\" target=\"_blank\" rel=\"noopener noreferrer\">Website<\/a> or <a href=\"https:\/\/appsource.microsoft.com\/en-us\/product\/dynamics-365\/inogic.a25a8d99-d517-734c-b754-6d7f0a82d7b6?tab=Overview\" target=\"_blank\" rel=\"noopener noreferrer\">Microsoft AppSource<\/a>.<\/p>\n<p>In case you have any query, feedback, suggestion or you want a demo mail at <a href=\"mailto:crm@inogic.com\">crm@inogic.com<\/a>.<\/p>\n<p>Go back to <a href=\"https:\/\/www.inogic.com\/blog\/attach2dynamics-infocentre\/\" target=\"_blank\" rel=\"noopener noreferrer\">Attach2Dynamics InfoCentre homepage<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Security Templates Entity enables to control access given to the users over various features of Attach2Dynamics such as Upload, Download, Email, Copy Link, Rename etc. in all three cloud storages \u2013 SharePoint, Dropbox and Azure Blob Storage. Note: If two records are created for the same user then the user will get highest access permission\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/configure-security-templates-to-control-access-of-users\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-templates\/full-width.php","meta":{"footnotes":""},"class_list":["post-19423","page","type-page","status-publish","hentry"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/pages\/19423","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=19423"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/pages\/19423\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=19423"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}