What folders and documents are visible in the document manager?
If I wish to load a document in ForceManager’s DOCUMENT MANAGER, I have to verify the folder’s security level to view if I have access. To do so:
- Select the folder;
- Edit Folder button;
- Specify the branch if you wish to limit it;
- Specify the Security Level.
- The Security Level of the Sales Reps and Managers must be verified to establish said value. Since the folder’s Security Level is 3 and that of the Sales Rep is 2, they cannot access it. The higher the Security Level, the more limited the access.