Document permissions
Once a role is inserted into a document's Document Roles database table, the Document Roles table specifies what system-defined actions users and groups assigned to a Role are allowed to do as the document progresses through its lifecycle. The Document Roles table is determined by these custom metadata types: and Document State Role Permission custom metadata type records.
-
Permission (
mvn__CM_Permission__mdt) - grants users or group of users system-defined actions at either the document or document version level. -
Document State Role (
mvn__CM_Document_State_Role__mdt) - connects the Document State and Role custom metadata types. -
Document State Role Permission (
mvn__CM_Document_State_Role_Permission__mdt) - connects the Document State Role and Permission custom metadata types and grants a Role for a given Document State a specific Permission.
On the Sharing tab of a document record, you can view the list of users and groups that have access to the document. You can also access the Role Permissions matrix for a role to see what permissions that role has for the document.
Permissions
ships with eleven predefined permissions, which can be found in the
Permission (CM_Permission__mdt)
custom metadata type. Each permission grants a user or group of users a
system-defined action at either the document or document version level.
Once granted, document-level permissions give users the ability to
perform actions regardless of the document's state. Document
version-level permissions are governed by the matrix model of state and
permission.
Warning! Do not create, modify, or delete any permission records. Permission records are considered protected system metadata.
Document permissions
| Label | DeveloperName | Description |
|---|---|---|
| Delete | mvn__CM_Delete | Delete the document and any document versions. |
| Manage Sharing | mvn__CM_Manage_Sharing | Manage the Document Roles table for the document. |
Document version permissions
| Label | DeveloperName | Description |
|---|---|---|
| Change State | mvn__CM_Change_State | Change the status value of the document version record. |
| Create Draft | mvn__CM_Create_Draft | Create a new document version in the document lifecycle's initial state. |
| Delete Version | mvn__CM_Delete_Version | Delete a document version. |
| Download Source | mvn__CM_Download_Source | Download the file associated to a document if the file is hosted in Salesforce. Visit Files. |
| Edit Document | mvn__CM_Edit_Document | Check the document in and out and upload a new version of the document, including in Microsoft 365. Visit Microsoft 365. |
| Edit Metadata | mvn__CM_Edit_Metadata | Edit document fields. |
| Edit Relationships | mvn__CM_Edit_Relationships | Add, edit, or delete document relationships. Visit Relationships. |
| Start Workflow | mvn__CM_Start_Workflow | Start a workflow for a document. Visit Workflows and tasks. |
| View Document | mvn__CM_View_Document | Read access to the document, its associated file, and any metadata, including relationships. |