Security Templates

Security Templates Entity enables you 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 storage – SharePoint, Dropbox, and Azure Blob Storage.

Note: If two security templates are created for the same user then the user will get the highest access permission from either of the security templates.

  1. General

    This section is where you define the name of the record and the connector to a particular cloud storage.

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.

  1. Permissions

Next tab is Permissions which comprises all the Attach2Dynamics UI features. To provide access to Attach2Dynamics UI features just enable the checkbox given against each and every feature.


  • If no template is created for a user, then all the features would be enabled except the Delete feature.

  • But, for a user to Delete a file from Attach2Dynamics UI, the user should have Delete permission in Security Templates.

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