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  2. Action and Document Management
  3. Activities

Set up user roles per document type
Application task

If you have set up a form button to create a document for a selected record, you also must define which users can create which document.

For each document type that you linked to a form button setup, define which user roles can use the document type to create a document.


Standard procedure

1. Click Action and document management design.
2. Click the Document types tab.
3. In the list, click the link of the desired record.
4. Click User roles.
5. In the Remaining roles list, find and select the desired records.
6. Click ->.
7. Close the page.
8. Close the page.
Related to Notes

Set up document types

 		 

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