Share documents with users

Assign Reader, Writer or Owner permissions to users to enable them to read, download, update, or delete documents.

Before you begin

Role required: none

About this task

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

Procedure

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.