QuoteWerks - Individual Resource Security

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Version 25 (Build 2.18)
May 30, 2025

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Navigation: QuoteWerks Web > Using QuoteWerks Web > User Maintenance and Security > Security Settings

Individual Resource Security

Enable Individual Resource Security

When this is enabled, you can specify which users can view and modify individual cover pages, print layouts, and literature.

Important: When the "Enable Individual Resource Security" option is activated, all Covers, Print Layouts, and Literature files will be automatically hidden. You will need to start applying security rights for these to be visible. With this in mind, do not start applying security rights until everyone is out of QuoteWerks so you have time to make the necessary changes.

Individual Resource Security

Individual File Access Rights

The following information covers access rights for layouts and literature files.

‘View’ Rights

Granting the user/group this right will enable the user to view the files on the Layouts and Literature tabs.

‘Modify’ Rights

Granting the user/group this right will enable the user to modify the existing layouts and literature files.

Tips on Assigning Rights

When cloning layouts (.FPC files), the rights set will carry over to the cloned layout. If you create a new layout, you will need to assign access rights to that new layout.

Note: Users can also check these rights by logging into that new user’s account. To do this, click on the File-> Login as another user option.

Security Hierarchy for File Access Rights

Note:

The Access Rights set under Setup-> Users-> Access tab will overwrite the File Access Rights set from the Deliver Window. So if you set an access right of "CannotModifyPrintLayout" for a user and then give them access to modify a layout under the Deliver window, that user will NOT be able to modify that or any other layout until that Access Right is removed. Additionally, users with Master Rights are able to view and modify any files, at any time no matter what security settings are set for them.

‘View’ Right hierarchy Individual File Access Security is ENABLED	Result
Default status is	NOT GRANTED
If user belongs to a group that has View rights assigned then	GRANTED
If User has View rights specifically assigned to User then	GRANTED
If user has Master Rights then	GRANTED

‘View’ Right hierarchy

Individual File Access is NOT ENABLED

Result

Defaults status is

GRANTED

If user has Master Rights then

GRANTED

‘Modify’ Right hierarchy Individual File Access is ENABLED	Result
Default status is	GRANTED
If user belongs to a group that has Modify rights assigned then	GRANTED
If User has Modify rights specifically assigned to User then	GRANTED
If user has Misc Access right “CannotModifyPrintLayouts”, and/or "CannotModifyLiterature", and/or "CannotModifyCoverPages".	REVOKED
If user has Master Rights then	GRANTED

‘Modify’ Right hierarchy Individual File Access is NOT ENABLED	Result
Default status is	GRANTED
If user has Misc Access right “CannotModifyPrintLayouts”, and/or "CannotModifyLiterature", and/or "CannotModifyCoverPages".	REVOKED
If user has Master Rights then	GRANTED

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