Assign Reader, Writer or Owner permissions to users to enable them to read, download, update, or delete documents.

Before you begin

Role required: none

About this task

User permission is assigned to all users, even if they don’t have a role assigned.

Procedure

  1. Navigate to Documents > Documents.
  2. Open the document record.
  3. Select the Sharing Permissions check box.
  4. Select the User Permissions tab.
  5. Select New and select the permission level from the drop-down list.
  6. Select the record for the user you want to assign permission to.
  7. Click Submit.