Share documents with user criteria

task australia Updated Sep 10, 2026 1 min read share-docs-user-criteria.md
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As a Writer or Owner assign access to a document based on the user criteria permissions.

Before you begin

Role required: dm_user_criteria_read

Procedure

  1. Navigate to Documents > Documents.

  2. Open the document record.

  3. Select the Sharing Permissions check box.

  4. Select the User Criteria Permissions tab.

  5. Select New and select the permission level from the drop-down list.

  6. Select the user criteria you want to assign permission to.

  7. Click Submit.

Parent Topic:Document security and access

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