User Restriction
Following are the steps to restrict User to a document based on Owner/creator.
Last updated
Following are the steps to restrict User to a document based on Owner/creator.
Last updated
Step 1: Role Permission Manager
> Home > Users and Permissions > Permissions > Role Permissions Manager
Step 2: Select Document Type
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.
For Role to be restricted (Sales User in this case), check "Only If Creator".
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Step 3: Apply User Permission
