Document Roles give a user access to Documents in Folio. Users will see Documents in Resources then Documents on the main menu. Users will also be able to see Documents in the searchable Hub. Users with only Read rights to Documents will only see them in the Hub.
If a document is used as a reference document to a Folio, an Action or a Checklist They will be able to Read that Document if they can see the Folio/Action/Checklist.
If a Document is Publicly Accessible then this Document can be viewed by anyone with a link to the Document including non users and users without access rights.
|
Rights |
Included Rights |
Description |
|
Read |
Read |
User can Read Documents in the Document Hub |
|
Update |
Read, Update |
User can Update Documents in the selected Document categories |
|
Create |
Read, Update, Create |
User can Create Documents in the selected Document categories |
|
Delete |
Read, Update, Delete |
User can Delete Documents in the selected Document categories |
Creating a new Document Role
To create a new Document Role first go to Access Rights then All Roles then click on + New Role.
In Role Type select Documents.
In Role Name give the Role a descriptive name so that the Role is easily identifiable For Example “Policies - Manage Rights”
In Rights select Read, Update, Create and Delete
You can restrict the Role to particular Document Categories by clicking on Select Categories and selecting Categories to which the role applies. Click Save to create the new role.
Learn More:
Adding a Role to a User Profile