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Customized Security on Document Records — Cloud Customer Connect
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Customized Security on Document Records

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edited Mar 27, 2018 2:40PM in Human Resources 1 comment

Summary

Ability to customize document security based on role relative to document type and/or category

Content

Has anyone set up customized security limiting the types of documents that can be viewed and/or updated by Managers and employees? There are certain types of documents that we would want to restrict from roles that otherwise have broad access, and there are some that we may allow view access to, but limit edit or delete rights. Has anyone configured this type of document security?

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