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Finance | Project Operations, Human Resources, ...
Answered

Access for document management module

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Posted on by

Hi,

Good day!

For your kind assistance, client user can't access the document management. What role or duties that I need to assign to user so that they can access the document management module?

pastedimage1670809293504v1.png

Thank you in advance.

I have the same question (0)
  • Verified answer
    André Arnaud de Calavon Profile Picture
    301,020 Super User 2025 Season 2 on at

    Hi Sharlene,

    The Document management module is not standard. This might be part of a customization or partner solution. You can open several forms from this menu. Then on the top menu go to the menu tab 'Options' where you can find the option for Security diagnostics. That form will provide information about linked roles, duties and privileges.

  • Verified answer
    huijij Profile Picture
    19,811 on at

    Hi Sharlene,

    As mentioned above, no privilege or duty will have read-only or restricted access to a complete module. The regular operation is to control access to functionalities and processes, not just modules.

  • Sharlene Profile Picture
    on at

    Thank you Andre Arnaud de Calavon

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