Edit Company (Security Tab)
The Security tab has the following blocks:
- File Security Policy
- File Upload Restrictions
- Hyperlink Picker Security Policy
- URI Restrictions
- Cost Sheet Restrictions Policy
- User Attributes Policy
- IP Filtering Policy
- Partner User Proxy Login Policy
- Password/Login Policy
To complete the Security tab:
File Security Policy | File Upload Restrictions | Allow File Extensions: Enter the file extensions separated with comma. Example
Or
Block File Extensions
Or
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In this block: | In this field: | Do this |
---|---|---|
File Security Policy | Size Limit per File in MB: | Enter a size limit number |
Hyperlink Picker Security Policy | URI Restrictions | Use the Allow URIs field to specify custom Uniform Resource Identifiers (URIs) that can be used by your company. Valid URIs must start with a letter, but can contain numbers and certain symbols, including "+", "-", and ".". Note: When a company chooses to allow additional URIs, such as FTP, the system will relax the current validations that are in place for URL standards. However, validations will still be applicable to HTTP and HTTPS URIs, and all other standard requirements, such as the use of double forward slashes (//) are enforced. |
Cost Sheet Restrictions Policy | Override column restrictions | View or edit a cost sheet column if any of the restricted groups, or the individual user, is allowed to view or edit the column. By default, this option is not selected. |
User Attributes Policy | Hide User Profile | Select this box to hide the basic information of the user associated with the field. |
IP Filtering Policy | Allow IP Addresses for REST WebServices | Enter IP addresses to allow in the IPv4 or IPv6 fields by using separators ‘,' (comma) or ‘;' (semicolon). You may enter IP addresses in CIDR notation to allow IPs in a particular range. The maximum number of characters allowed for the IPv4 or IPv6 fields is 1000, and duplicate IP addresses will be removed. This Allow IP list filtering can be bypassed if ‘EXTERNAL_REQUEST' header parameter is not provided in the request or ‘EXTERNAL_REQUEST' header parameter is set to false. |
Partner User Proxy Login Policy | Allow Partner Users to grand Proxy login access to Owner Company Users | Select this box to allow a Partner User to add Owner Company Users as Proxy users. Administrators can also add themselves as Proxy Users of Partner Users. |
Password/Login Policy | Password/Login Policy | Select the necessary options and enter values. See Manage Company Password Policy (Security tab) for details on each field.
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See Also
Access Company Details (Edit Company Window)
Edit Company (E-Signatures Tab)
Edit Company (Outgoing E-mails Tab)
In This Section
Manage Company Password Policy (Security tab)
Last Published Friday, February 2, 2024