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Document handling security

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Posted on by Shilpi

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Hello,

I have created new document types under document management, but I want to allow just a Role to use those new document types, and all the other roles should not be able to use those new document types.

Is this possible and if it is, how can it be achieved?

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André Arnaud de Cal... 301,037 Super User 2025 Season 2 on at

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Hi Shilpi,

This can be achieved using eXtensible Data Security (XDS). You can then hide records or prevent inserting records for certain users.

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