Define document sharing permissions
Controls who can view, edit, or manage a document using the Document Management system in Third-party Risk Management (TPRM).
Before you begin
Role required: sn_vdr_risk_asmt.vendor_assessor
About this task
Sharing permissions define which users or groups can view, edit, or manage a document. You can apply user criteria, individual users, or groups for granular control.
- If permissions don’t apply correctly, review user criteria or group membership.
- If you can’t edit permissions, request access from the document owner or administrator.
Procedure
- Navigate to Workspaces > Vendor Management Workspace, select the list icon
Image omitted: ws-list-icon.png
and then navigate to **All Documents**.
and then navigate to **All Documents**.
Select the document record that you want and then the Versions tab.
Locate the Sharing permissions field.
Select the type of permission control:
- User Criteria Permissions – Apply conditions based on roles or attributes.
- User Permissions – Add individual users.
- Group Permissions – Assign access to groups.
- Specify whether users can View, Edit, or Manage the document.
Select Submit to save changes.
What to do next
Verify that permissions work as expected by checking access from a user account with restricted rights.