Overview
In this section, you can make the document private (visible only by you) and share hit with other Users
Table of content
Step-By-Step
STEP 1
Account Detail Document . eg.“ADD-000000343”
1- Tick box “Is Private”
2- Fill Description
3- In View menu Type, eg.“Audit”
4- Click on Save
STEP 2
The document is private, it is visible only by the Owner.
If you want to share it with other users
1- Account Detail Document Detail, Click on Sharing
STEP 3
Click on “Add"
STEP 4
1- In View menu Search Select “User”
2- Choose a name and click on the right arrow to add it in the column "Share with".
3- In View menu Access Level select “Read only or Read/Write”
4- Click on save
Need help?
How to ask for assistance?
Dear SalesForce Convergence user,
For any question or issue regarding Convergence, please :
- create a request in Service One with the following information:
- I want to update data in Convergence → Maintain data ownership in CONVERGENCE
- I want to mass upload procurement data → Maintain procurement data in CONVERGENCE
- Process : Data & Analysis
- PTP-Subprocess: Purchasing Tools Support
- PTP-Category: Convergence
For account creation, please refer to here.
Thank you very much,
Convergence Team.
The best way to get IT support is to use the new
Service One Platform.