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 > Settings > System > Security > Security Roles
How
1. Log into Mercury as a System Administrator.
2. Go to Advanced Settings:
3. Click on the little down-arrow next to Settings:
4. Then click on Security under the System heading:
5. Click on Security Roles:
6. A new page will appear. Click New to create a new bolt-on role:
7. When naming your bolt-on role, include your initials for easy identification - e.g. [RJ] - Adding Word template.
8. Go to the Business Management tab, click Document Template and give the appropriate level of access required for the users:
9. Now test the new bolt-on role as a user within the Mercury CRM. Go to a Placement, click the ellipsis and select Word Templates: