Share documents with user criteria

As a Writer or Owner assign access to a document based on the user criteria permissions.

Before you begin

Role required: dm_user_criteria_read

Procedure

1. Navigate to Documents > Documents.

2. Open the document record.

3. Select the Sharing Permissions check box.

4. Select the User Criteria Permissions tab.

5. Select New and select the permission level from the drop-down list.

6. Select the user criteria you want to assign permission to.

7. Click Submit.

Parent Topic:Document security and access