Account Detail Document “ADD-000000343”

1- Tick box “Is Private”

2- Fill Description

3- In View menu Type,  Select “Audit”

4- Click on Save

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

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