Role permissions for document classifications are defined in document settings. 


Select from the process menu Documents > Settings 

 

In the settings, click Document classification role rights 

 

To get started, select the role on the left, for which you want to allow document category access. 

All document categories in the customer database are listed in the list in the middle of the box. Check the mark for the document categories to which you want to give that role access to. 

On the right side, it is also possible to mass-check all document categories, or to deselect all document categories. 


 


After you have given the permissions, finally pressSave, so that new document category permissions are updated for all users with that role.