Overview:
Control who can view, upload, or delete customer documents by configuring role‑based permissions.
Steps:
Go to Settings → Roles & Permissions.
Select the role you wish to edit (e.g., Support Agent, Account Manager).
Under the Customer Documents section, toggle permissions for View, Upload, Edit Metadata, and Delete.
Click Save.
Test by logging in as a user with that role and verifying access rights on a sample customer document.
Tips & Best Practices:
Grant “View” broadly but restrict “Delete” to senior roles to prevent data loss.
Use a “Document Admin” role for centralized control over folder structures and tags.
Review document permissions quarterly to adapt to team changes.
Troubleshooting / FAQs:
User can’t see documents: Confirm they have the “View” permission and that the module is enabled.
User can’t upload despite permission: Check global upload limits and storage quotas.
Unauthorized delete errors: Verify the user’s role includes “Delete” and that no workflow is locking the document.