How to create custom permission?

A team admin or a team member cannot access other team documents by default. Using the Custom Permissions feature, an account admin can permit any team admin or member to access other team documents. Also, the account admin can find the history of permissions allowed and denied to a particular member using the Filter option.

The following permissions can be allowed or denied to a particular user.

Documents

• View metadata - Can view the metadata of the document.
• Edit - Allows to edit the in-progress documents.
• Delete - Allows to delete the completed documents.
• View document – Can view and download the document, clone the document, and download the audit trail document.

Templates

• View - Can view and use the template, copy the template ID and download the document.
• Edit - Allows to edit, clone, and share the template, copy the template ID, and download the document.
• Delete - Allows to delete the template.

Creating new custom permission

• Select Custom Permissions from the Users and Teams menu and then click the New Custom Permission option.
• You can find fields like Users, Entity type, select teams, etc.
• Fill in all the fields based on the requirement and click Save.
• The custom permission will be created, and the particular member specified in the Users column will have access to the documents of the team(s) specified in the Select Teams column.
• To deny the already allowed permission, click New custom permission, fill in all the fields as specified in the allowed permission, select the Deny option, and click Save. The permission allowed to the particular user will be denied.
• In the below example, the account administrator allows Stacy Wilson from the HR department to view the metadata and edit the documents of the Accounts team.

• After creating the custom permission, the details will be displayed on the Custom permissions page.
• To delete the record from the custom permission page, select the user and click the delete option. The user’s permission will also be canceled if you delete the record.

Filtering the particular user

You can find the custom permissions allowed or denied to a particular user using the filter option.

• Click the Filter option on the right side of the Custom Permissions page.
• Fill in all the required fields and click Apply Filter.

• Now, the custom permissions allowed/denied for a particular user will be displayed.