...
This is likewise if a document has been added to a particular person, then whomever is viewing that person's details must at least have the access level set in the document, in order to view & download it (eg. If you add a document to 'John Smith's records and set the minimum security level to 'Modify', then in order to view/download the document, you must at least be able to modify 'John Smith's information).
Documents added to staff/volunteer records have the following additional security-level options available;
- Modify (with Human Resources)
- Modify (with Payroll)
- Admin
In order to access documents with these security-levels set, the user needs to be both manage the member, as well as have access to HR information for that person (see access levels (people) for more details)
Events also have the following additional option available;
- Manage Roster
This works in a similar way to the security-levels for staff/volunteers, in that the user will require the level of access set for that event (eg. if "Manage roster" is set as the security level, the user needs to be able to manage the roster for that event), in order to access to document. See access levels (events) for more info on event-permissions.
Tracking previous versions
...