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Separate Security Document Records on Each Role

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

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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