I know this has probably been asked many times, but just sense-checking my thinking.
We want to give external Project Managers access to a client's solution and all they need to be able to do is record meeting notes (on a record), most likely in a SmartDoc field, export the notes as pdf and make changes to the record.
Current thinking is to give General Access at Workspace level. Assignee on Solution level and Assignee+ on table.
That make sense or is there a more efficient way to do this?
Thanks
User access and permissions for external PM
1
2 replies