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Unable to view My Client Groups tab and cannot enter a uniform document record — Cloud Customer Connect
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Unable to view My Client Groups tab and cannot enter a uniform document record

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edited Feb 3, 2022 6:13AM in Human Resources 9 comments

Summary:

I created a new role for this topic and followed the docs. I am attaching the document. But when i want to test on person, my client groups tab didn't come up.

For this reason, I don't know whether the role I created will work or not.

My main goal is for a user to have access to a uniform document record and this person should only enter into a specified document type for other users.


Content (required): Authority to see a single type of document in document records.


Version (include the version you are using, if applicable):

21D (11.13.21.10.0)

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