This guide will show you how to publish Company Documents to be accessible to a user role.

Contents

• Introduction
• To grant access to a Published/Company Document

Introduction

You can publish Company documents to provide useful information for your users to download such as policies/guidelines that don't require acceptance.

The documents that are made available are subject to Role Management security.

To grant access to a Published/Company Document

• Go to the following area:
  • Latest (left-hand) menu: System Configuration > Role Management
  • Pre-2025 (top) menu: System > Security > Role Management
• A list of roles will be presented
• Click on the name of the role that you wish to configure
• From the list of Actions select Published Documents

• The screen will display all of the documents that have been published and display whether the selected role can access the document
• To make a document Accessible click on the button

• Click Review Changes – a summary of the changes will be presented
• Click Update to confirm

• Confirmation of the change will be presented. Repeat the steps to grant access to any other roles as required