What's new in Customer Journeys?

Connect and learn more! ×
Question of Document Record Security — Cloud Customer Connect
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Question of Document Record Security

Received Response
52
Views
7
Comments

Summary:

How to restrict the Employee and Manager access to Document Record differently?

Content (please ensure you mask any confidential information):

We have a business requirement, for the specific document type, would allow employee to View only, and manager can View, Add and Update document for his/her direct reports.

When we test the Restrict Setting on the setup page of document type, Manager can also Add and Update his/her own document record through Me -> Document Record.

Seems like if manager is granted Add/Update access to the specific document type, manager can do it through both ESS and MSS.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!