Document Management Roles & Permissions Follow

Roles and permissions help ensure that only the right people have access to the right documents, keeping your Document safe and secure.

To Manage the Roles & Permissions,

• Navigate to the Profile Icon on the top right corner
• Click on the Set Up
• Head over to the Users & Security category 
• Click on the Profile Permissions

• Select the Profile and click on Edit

Here, you will get the list of following options for Document Management 

• Manage Document Folders: This permission allows you to create, update, or delete folders in DMS.
• Manage Document: This permission allows you to create/upload/re-upload (that you own), and delete documents that you own.
• Delete Other's Document: This permission allows you to delete a document that was not uploaded by you.
• Share Document Externally: This permission allows you to share documents externally by creating a link for the document. 
• View Document: This permission allows you to view the documents and their details. The documents which are shared with you. You can download a document too. This permission is available to non-admin users by default.
• Manage Other's Document: This permission allows you to make changes to the documents which are not uploaded by you. You cannot delete documents that are owned by others.
• Share Document Internally: This permission allows you to share the document internally with other users on the link.