Share documents with groups

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間:1分
  • As a Writer or Owner, assign access to user groups based on your access permissions.

    始める前に

    Role required: dm_user_group_read

    手順

    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.