User Restriction

Following are the steps to restrict User to a document based on Owner/creator.

Step 1: Role Permission Manager arrow-up-right

> Home > Users and Permissions > Permissions > Role Permissions Manager

Step 2: Select Document Type arrow-up-right

Select Document Type for which you want to set user permission. After permissions are loaded for selected document, scroll to role for which you want to set restriction.

Step 3: Apply User Permission arrow-up-right

For Role to be restricted (Sales User in this case), check "Only If Creator".

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