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3. Using the Contact picker add users, companies or roles in the relevant security type.
4. Click Update.
Use the keyword AUTHOR in security
We added support for using AUTHOR as a keyword in security in these areas.
See/Edit/Administer a user field
Status Allocation
Status Action button visibility
May edit title/May edit due date
Closers and Status Changers
Status Approvers (For Approval)
May reopen a closed document
Split
Handover report
You may also use -[Author] as a security setting for exclusions. i.e. everyone but the Author can do the edit.
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For security checking, iTWO cx will process rules in an order of most specific to least specific, and minus with a higher priority than plus rules. Meaning you could configure a scenario such as +RIB-*, -RIB-JD, which would mean everyone in RIB except John Doe. This means regardless of the order a user enters in the UI, iTWO cx will process security in the following order:
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