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Separate Security Document Records on Each Role

Received Response
edited Jul 17, 2020 8:03AM in Human Capital Management 6 comments


If a user has several roles and each role has its own Document Type Security Profiles. How could we separate it?


Hi All. 


Just wondering if you guys know if there is a possibility to separate Document Type Security Profiles on each role. 

For example: 

A user has 2 roles; Employee and HR Analyst Custom. 

On HR Analyst Custom role, Document Type Security Profiles: Exclude some document types. 

On Employee role, Document Type Security Profiles: View All Document Types. 

The goal is when the user open My Client Groups > Document Records, the user is able to View the Document Types without the exclude ones. When the user open Me > Document Records, the user is able to

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