Share documents with roles

task brazil Updated Sep 10, 2026 1 min read share-docs-roles.md
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As a Writer or Owner, assign access and permissions based on user roles.

Before you begin

Role required: dm_user_role_read

Procedure

  1. Navigate to Documents > Documents.

  2. Open the required document record.

  3. Select the Sharing Permissions check box.

  4. Select the Role Permissions tab.

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

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

  7. Click Submit.

Parent Topic:Document security and access

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