User Restriction

Following are the steps to restrict User to a document based on Owner/creator.

Step 1: Role Permission Manager

Navigate to: 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.

Sales User - Non Creator

Step 3: Apply User Permission

For Role to be restricted (Sales User in this case), check "Only If Creator".

Sales User - Creator

Related Topics

  1. Adding Users

  2. Role and Role Profile

  3. Role Based Permissions

  4. User Permissions

  5. Limited User

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