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Overview


Excerpt

You can determine which users are able to view the "Documents" tab in the customer profile by enabling this option in the user setup by following these steps:


Ui steps
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Ui step

Go to Setup > Users and click on the company link


Ui step

 Select the company user that you want to set this option for.


Ui step

 Under the Actions column click on Edit.


Ui step

 Go to the Options tab.


Ui step

 If you want to enable the access to the documents tab, check the View Customer Documents option. If you want to keep the user from viewing this information leave the option unchecked.

How does this option work?

Once this option has been enabled, the user will be able to access the Docs tab from the customer dashboard window and manage different types of documents.

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Info
titleInformation

Only Admin roles can set this option for other company users.