Share documents with users

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분
  • Assign Reader, Writer or Owner permissions to users to enable them to read, download, update, or delete documents.

    시작하기 전에

    Role required: none

    이 태스크 정보

    User permission is assigned to all users, even if they don’t have a role assigned.

    프로시저

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