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Overview

  

Table of content


Step-By-Step

 


STEP 1


Account Detail Document “ADD-000000343
1- Tick box “Is Private

2- Fill Description

3- In View menu Type,  Select “Audit

4- Click on Save

 

 


STEP 2


The document is private, it is visible only by Owner, I wanted to share him with an other user

1- Account Detail Document Detail, Click on Sharing

 

 


STEP 3 

Click on “
Add"

 

 

 


STEP 4


1- In View menu Search Select “User

2- Choose types of responsibility amongst available ones and click on the right arrow to add them in the chosen column.

3- In View menu Access Level select “Read only or Read/Write

4- Click on save

 

 

 

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