Share documents with roles

As a Writer or Owner, assign access and permissions based on user roles.

Before you begin

Role required: dm_user_role_read

Procedure

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.