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Customer Document Access Restriction
Customer Document Access Restriction
- Former user (Deleted)
- Andres Toledo
- Former user (Deleted)
Owned by Former user (Deleted)
Overview
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:
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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Information
Only Admin roles can set this option for other company users.
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