Sales Documents Granular Permissions

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What it is

Admins can now manage Sales Documents access for individual users by assigning read and write permissions separately.

Why it matters

Currently, all users in a portal have full access to Sales Documents with no way for admins to restrict or assign access to specific users. This matters because customers need better control to ensure only the right team members can view or edit sensitive sales documents, reducing risk of unauthorized access and improving data governance.

Produced by Value-First Media