Updating Permissions
All users have a set of Default Permissions By Unlicensed Role that may vary by opportunity, depending on the user's role. Additional permissions can be granted for a user as needed, notably, so that they can edit or view documents in folders they wouldn't be able to access otherwise.
Add Document Permissions
- To add document permissions, you must have a role that gives you manage permissions on all documents for the opportunity, e.g. Capture Manager.
- Add the user being granted permissions to the Opportunity Contact List, if they are not already in it.
- Go to the Documents Tab. Right-click on the desired folder and choose "View Permissions."
- A list of all opportunity contacts and their current permissions level will pop up.
- Find the user whose permissions you want to alter. Click the pencil icon next to their current folder permission level.
- Field will turn into a drop-down menu. Select the permission level you want to grant the user.
- Choose "Save & Notify" if you'd like the user to receive an email letting them know that their permissions changed for that folder. Just click "Save" if you do not care to notify them.