How to make Published (Company) Documents accessible to a user role

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

This guide will show you how make them accessible to a user role. 

• Go to System Configuration > 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
• The user role will now have access via Company > Company Documents