TR: How to Restrict Document Access by Role

Use Folder Permissions to restrict sensitive documents (like financial contracts) so they are only visible to specific user roles.

Prerequisites:

• You must have permissions to update security role objects.

• Note: Restrictions can only be applied to the bottom-most node (folder) in a branch.

The Steps:

1. Navigate to Documents > Document Management > Document Tree.

2. Locate the folder (node) you wish to restrict in the tree directory.

3. Click the Kebab menu (three dots) next to the folder name.

4. Select Folder Permissions.

5. In the pop-up modal, select the specific Roles that should have access to view documents in this folder.

6. Click Save/Close.

The Result: Only users with the selected roles can view the documents contained within that folder node.