Define document sharing permissions

Controls who can view, edit, or manage a document using the Document Management system in Third-party Risk Management (TPRM).

Before you begin

Role required: sn_vdr_risk_asmt.vendor_assessor

About this task

Sharing permissions define which users or groups can view, edit, or manage a document. You can apply user criteria, individual users, or groups for granular control.

• If permissions don’t apply correctly, review user criteria or group membership.
• If you can’t edit permissions, request access from the document owner or administrator.

Procedure

1. Navigate to Workspaces > Vendor Management Workspace, select the list icon and then navigate to All Documents.
2. Select the document record that you want and then the Versions tab.
3. Locate the Sharing permissions field.
4. Select the type of permission control:
   • User Criteria Permissions – Apply conditions based on roles or attributes.
   • User Permissions – Add individual users.
   • Group Permissions – Assign access to groups.
5. Specify whether users can View, Edit, or Manage the document.
6. Select Submit to save changes.

What to do next

Verify that permissions work as expected by checking access from a user account with restricted rights.