Share documents with users

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura
  • Assign Reader, Writer or Owner permissions to users to enable them to read, download, update, or delete documents.

    Antes de Iniciar

    Role required: none

    Por Que e Quando Desempenhar Esta Tarefa

    User permission is assigned to all users, even if they don’t have a role assigned.

    Procedimento

    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.