To configure access permissions:
- Go to the CRM section.
- Open the CRM item form.
- Click on the Documents button.
- Select Add new template in the dropdown menu.
Click on the settings button and select Access permissions in the dropdown menu.
Click Add access permission and select a user/department/group you want to configure access permissions for.
Click Add to create a new role.
Specify the role name and grant access to this role.
There are the following types of access permissions:
- Settings – select whether the user can change the settings or not.
- Templates – select which templates the employee will have access to.
- Documents (Edit) – specify whether the user will have access to change documents.
- Documents (View) – specify whether the user will have access to view documents.
Try to avoid access permissions conflicts. It occurs when different access permissions are set for the same employee. For example, minimum access permissions are set for the department, and maximum access permissions are set for the employee personally.
When all the settings are done, click Save and assign this role to the user.
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