Share documents with groups

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture
  • As a Writer or Owner, assign access to user groups based on your access permissions.

    Avant de commencer

    Role required: dm_user_group_read

    Procédure

    1. Navigate to Documents > Documents.
    2. Open the document record.
    3. Select the Sharing Permissions check box.
    4. Select the Group Permissions tab.
    5. Select New and select the permission level from the drop-down list.
    6. Select the user group you want to assign permission to.
    7. Click Submit.