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Separate Security Document Records on Each Role
Summary
If a user has several roles and each role has its own Document Type Security Profiles. How could we separate it?Content
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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