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
Navigate to Documents > Documents.
Open the required document record.
Select the Sharing Permissions check box.
Select the Role Permissions tab.
Select New and select the permission level from the drop-down list.
Select the user role you want to assign permission to.
Click Submit.
Parent Topic:Document security and access