Set document permission based on user persona

Question

Is it possible to allow users (with CLM Viewer permission) to only access documents from their own sector?

For example, I’ve set a user persona as Finance. Therefore I want this user to view documents only if their sector attribute is Finance.

I’ll take suggestions

Pawan Gangwani · Accepted Answer

Hey @MatheusAlcantara, Why not so there is a step called “Update security” in which have options to configure your security settings, you can see in the SS. I am sharing the Support article link in which you will get clear understanding of this step.Link:Automated Workflow Steps - Update Security

Pawan Gangwani · Answer

Hello @MatheusAlcantaraIf you are looking set the permission to view a document, will be done through the Workflow but if you wanna set the permission on the folder then it is gonna be very easy to set.

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