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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

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.

Parent Topic:Document security and access