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Permission Set Glossary - Document
Permission Set Glossary - Document

Areas users can be granted or limited access to in the Document permission set options

Angela Lim avatar
Written by Angela Lim
Updated over a week ago

⭕ This article is for users with the Account Owner role.

1. Archive agency document --- Allow user to destroy an agency document

When checked, user can:

  • Delete any document in the agency's "Documents" section

2. Update agency document --- Allow user to upload and edit an agency document

When checked, user can:

  • Change the name, description or file of any of the documents in the agency's "Documents" section

3. View agency document --- Allow user to view agency documents

When checked, user can:

  • View the agency's "Documents" section and all documents uploaded

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