How do I protect/restrict a letter definition?

When you create a Letter Definition in Cintra iQ, it is automatically set to private, meaning only you can view and use it. 

Protecting a Letter Definition

When you protect a letter definition, it only becomes visible and accessible to individuals with the required permissions within the system.

Restricting a Letter Definition

Restricting a letter definition allows you to specify exactly who can access that letter. This is more exclusive than protection.

How do I protect a letter?

1. Go to: Definitions > Letters > Letter Definitions window.

   

2. Select a letter definition. The Protect button becomes active.
3. Click the Protect button. The ID of the user who protected the definition appears in the Protected By column. The Protect button changes to Unprotect.

How do I restrict a letter?

1. Go to: Definitions > Letters > Letter Definitions window.
2. Select a letter definition. The Restrict button becomes active.
3. Click the Restrict button. The Access Details for ... window appears.
4. Check the Access checkbox(es) next to the desired users.
5. Click the OK button. The ID of the user who restricted the definition appears in the Restrict by column. And those users who have access will be able to see the Letter Definition in their list.