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Unable to find privilege to add attachments, notes and use 'assign user' button in 'read only' mode

edited Dec 18, 2023 5:01AM in Enterprise Contracts 4 comments

Summary:

I have created a custom role based on the Enterprise Contract Team Member role but with read-only access. I now find this role can not

  • add contract documents/supporting documents
  • add/ edit notes
  • assign a contract to another user

This is despite the fact I've added privileges such as Manage Contract Documents and Manage Supporting Documents and several grants on Application Attachment Category, notes etc..

Content (please ensure you mask any confidential information):

Can anyone please let me know how I can create a custom read-only role which allows to perform the 3 actions mentioned? From what I can see they are no specific privileges/duties/data access policies I can just add; would a screen personalisation be recomended instead?

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