What
This article explains how to create a bolt-on security role for Mercury users who need to make use of Microsoft Word templates within the Mercury CRM.
NOTE: The instructions in this article can only be carried out by your organisation's System Administrator.
Where
Home > Settings > Advanced Settings > Security > Security Roles
How
1. Log into Mercury as a System Administrator.
2. Go to Advanced Settings:
3. Select Security from the Site Map > Security roles
4. Select +New role to create a new bolt-on role.
5. Complete all required fields. Including App Opener privileges is selected by default. Once complete, click Save.
NOTE: When naming your bolt-on role, include your initials for easy identification - e.g. "[RJ] - Adding Word template."
6. Still within Security roles, scroll down to the new role and click on it to open.
7. Under the Tables tab, select a row to edit. This will enable drop-down menus for each permission type (Create, Read, Write, etc.) to change the access type.
8. Now test the new bolt-on role as a user within the Mercury. For example, in a Placement record, click the ellipsis and select Word Templates:
END