Define document sharing permissions
Controls who can view, edit, or manage a document using the Document Management system in Third-party Risk Management (TPRM).
Before you begin
Role required: sn_vdr_risk_asmt.vendor_assessor
About this task
Sharing permissions define which users or groups can view, edit, or manage a document. You can apply user criteria, individual users, or groups for granular control.
- If permissions don’t apply correctly, review user criteria or group membership.
- If you can’t edit permissions, request access from the document owner or administrator.
Procedure
-
Navigate to Workspaces > Vendor Management Workspace, select the list icon [Omitted image "ws-list-icon.png"] Alt text: and then navigate to All Documents.
-
Select the document record that you want and then the Versions tab.
-
Locate the Sharing permissions field.
-
Select the type of permission control:
- User Criteria Permissions – Apply conditions based on roles or attributes.
- User Permissions – Add individual users.
- Group Permissions – Assign access to groups.
-
Specify whether users can View, Edit, or Manage the document.
-
Select Submit to save changes.
What to do next
Verify that permissions work as expected by checking access from a user account with restricted rights.
---
title: Define document sharing permissions
description: Controls who can view, edit, or manage a document using the Document Management system in Third-party Risk Management \(TPRM\).
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/governance-risk-compliance/third-party-risk-management/tprm-doc-share-permissions.html
release: brazil
product: Third-party Risk Management
classification: third-party-risk-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
keywords: [TPRM, document permissions, sharing permissions, access control]
breadcrumb: [Use the Document Management System, Third-party Risk Management, Governance, Risk, and Compliance]
---
# Define document sharing permissions
Controls who can view, edit, or manage a document using the Document Management system in Third-party Risk Management \(TPRM\).
## Before you begin
Role required: sn\_vdr\_risk\_asmt.vendor\_assessor
## About this task
Sharing permissions define which users or groups can view, edit, or manage a document. You can apply user criteria, individual users, or groups for granular control.
- If permissions don’t apply correctly, review user criteria or group membership.
- If you can’t edit permissions, request access from the document owner or administrator.
## Procedure
1. Navigate to **Workspaces** > **Vendor Management Workspace**, select the list icon \[Omitted image "ws-list-icon.png"\] Alt text: and then navigate to **All Documents**.
2. Select the document record that you want and then the **Versions** tab.
3. Locate the **Sharing permissions** field.
4. Select the type of permission control:
- **User Criteria Permissions** – Apply conditions based on roles or attributes.
- **User Permissions** – Add individual users.
- **Group Permissions** – Assign access to groups.
5. Specify whether users can **View**, **Edit**, or **Manage** the document.
6. Select **Submit** to save changes.
## What to do next
Verify that permissions work as expected by checking access from a user account with restricted rights.
| title | Define document sharing permissions |
| description | Controls who can view, edit, or manage a document using the Document Management system in Third-party Risk Management \(TPRM\). |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/governance-risk-compliance/third-party-risk-management/tprm-doc-share-permissions.html |
| release | brazil |
| product | Third-party Risk Management |
| classification | third-party-risk-management |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| keywords | TPRMdocument permissionssharing permissionsaccess control |
| breadcrumb | Use the Document Management SystemThird-party Risk ManagementGovernanceRiskand Compliance |