How do I Set Permissions for a Document?

How do I Set Permissions for a Document?

Adding permissions for a document prevents a group of people who are part of an Access Role from reading, updating or deleting a document(s). Adding permissions is done from the Documents tab.  

To set permissions: 

1. Open a Target or Integration.
2. In the Tab Bar, click on the Documents tab.
3. In the Documents list page, click on the document title.  The Document Detail page opens.
4. Scroll to the bottom of the page to the Access Permissions section and click on the arrow to expand. 
   
    Document Access Permissions Section
   
   
5. Adding permissions is a 2-step process.
   1. Set permissions for Everyone:
      1. Click on the + Create button.
      2. In the Role field, choose Everyone and leave the Read, Update and Delete boxes unchecked. This will disable access to everyone, EXCEPT the roles you specify next. 
      3. Click Save.
   2. Set permissions for each Role:
      1. Click on + Create button.  
      2. In the Role field, chose the Role, e.g. IT Lead.
      3. Select the Read, Update, and/or Delete checkboxes.  This allows the IT Lead to Read, Update and/or Delete the document. 
      4. Click Save. 
      5. To grant access to other roles, repeat steps 5.b.1 - 4.
         
         
         Access Permissions Window