Question:
How to update Security Settings on a particular document stage in PromoMats?
Answer:
Using the New User Interface? (Expand to see the V21R2 features)
New User Interface (Release 21R2):
If specific permission (Edit Fields, Start Workflow, etc.) needs to be added to a particular document stage (Draft, MLR Approved, etc.), the Admin user can perform an action from the Configuration tab:
- Navigate to Document Lifecycles and select the relevant Lifecycle.
- Find the stage under the States tab.
- Open the Security Settings of the state and click Edit.
- Enable specific permission under the particular role and click Save.
Old User Interface:
If specific permission (Edit Fields, Start Workflow, etc.) needs to be added to a particular document stage (Draft, MLR Approved, etc.), the Admin user can perform an action from the Configuration tab:
- Navigate to Document Lifecycles and select the relevant Lifecycle.
- Find the stage under the States tab.
- Open the Security Settings of the state and click Edit.
- Enable specific permission under the particular role and click Save.
Related Documentation:
Vault Help Documentation:
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