Security Templates

Security Templates Entity enables to control access given to the users over various features of Attach2Dynamics UI such as Upload, Download, Email, Copy Link, Rename etc. in SharePoint.

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

For Users:

To configure Security Templates, go to SharePoint Security Sync App --> Security Templates --> Click on '+New'

Fill the respective fields.

General:

This section is where you define the name of record and the connector to SharePoint.

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.

• Click on Ellipsis.

• Click on Add Existing User.

• Select desired user and click on ‘Add’.

• Now the user has been successfully added.

Permissions:

Next tab is Permissions, which comprises all the Attach2Dynamics UI features. To provide access to any specific Attach2Dynamics UI features, just enable the checkbox for that feature on permissions tab.

To provide user access to Upload Files/Folders and Download Files/Folders features of Attach2Dynamics UI.

• Then, Navigate to Permissions tab.

• Enable checkbox for Upload Files/Folders and Download Files/Folders features of Attach2Dynamics UI.

• After filling in the respective fields, click on 'Save'.

• Now the user will be granted access to Upload Files/Folders and Download Files/Folders features of Attach2Dynamics UI.

Note:

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

• For Delete feature a Security Template is must.

• User permissions granted using Security Templates allows users to accesss various features of Attach2Dynamics UI only.

• Permissions given from Security Template are not related to syncing of Security from CRM to SharePoint.

For Teams:

To configure Security Templates for a Team, go to SharePoint Security Sync App --> Security Templates --> Click on '+New’.

Under the General section is where you define the name of record and the connector to SharePoint.

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.

· Navigate to Teams.

· Click on Ellipsis.

· Click on Add Existing Team.

• Select desired Team and click on ‘Add’.

• Now the team has been successfully added.

The next tab is Permissions, which comprises all the Attach2Dynamics UI features. To provide access to any specific Attach2Dynamics UI features, just enable the checkbox for that feature on the permissions tab.

To provide access to Upload Files/Folders and Download Files/Folders features of Attach2Dynamics UI.

• Then, Navigate to the Permissions tab.

• Enable checkbox for Create Folder, Upload Files/Folders, and Download Files/Folders features of Attach2Dynamics UI.

• After filling the respective fields, click on 'Save'.

Now the team members will be granted access to Create Folder, Upload Files/Folders, and Download Files/Folders features of Attach2Dynamics UI.

Note:

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

• For Delete feature a Security Template is must.

• User permissions granted using Security Templates allows team members to accesss various features of Attach2Dynamics UI only.

• Permissions given from Security Template are not related to syncing of Security from CRM to SharePoint.

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