Share documents with roles

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분
  • As a Writer or Owner, assign access and permissions based on user roles.

    시작하기 전에

    Role required: dm_user_role_read

    프로시저

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