Solved

Set document permission based on user persona


Badge +1

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 😁

icon

Best answer by Pawan Gangwani 13 June 2024, 11:02

View Original

3 replies

Userlevel 3
Badge +7

Hello @MatheusAlcantara 

If 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.

Badge +1

 Hello @Pawan Gangwani

 

Thank you for your answer. I just learnt how to set permissions at folder level. But you got me curious on how this would be done.Could you detail that workflow soluction a bit more?

 

If you are looking set the permission to view a document, will be done through the Workflow

 

Userlevel 3
Badge +7

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
 

 

Reply