Share documents with groups

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read
  • As a Writer or Owner, assign access to user groups based on your access permissions.

    Before you begin

    Role required: dm_user_group_read

    Procedure

    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.