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Set document permission based on user persona

  • 7 June 2024
  • 3 replies
  • 48 views

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 😁

3 replies

Pawan Gangwani
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Userlevel 4
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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.

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MatheusAlcantara
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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

 

M. Alcantara
Pawan Gangwani
Rank
Userlevel 4
Badge +8

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
 

 

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