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Redwood: How to Restrict My Client Groups Check-In Documents to View Only

edited 5:55PM in Performance Management

Summary:

We have roles based off of Human Resource Specialist that need view only access to check-in documents via My Client Groups, but we're seeing in Redwood that even with our customized Performance Management HR Specialist duty role limited to view privileges, our custom role is still seeing options to delete, close, save, and update along with adding, marking, and deleting agenda topics.

Has anyone gotten their security or conditional VBS rules to work where these options in red don't show?

Content (please ensure you mask any confidential information):

Custom Performance Management HR Specialist duty role privileges + aggregate privileges:

  • Monitor Performance Document Missing

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