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How to create custom role to access Document Records in spotlight?

Received Response
edited May 18, 2023 7:17AM in Human Resources 4 comments


Hi all,

I am seeking advice as to how I can create a custom role to access Document Records in the person spotlight?

The intention is that this role will allow access to a single document type for all workers for members of our compliance team. I have already created the document type and the document security profile, however I now need to create the role that will let them view and edit the document of that type for all workers. Ideally they could access this document via the DOR section of the spotlight for all workers. The users that will be assigned the role would otherwise only have Employee role access - these users are not HR users.

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