Edition: All Editions
Plan: All Plans with Documents addon
As well as being able to store documents within a project, you can also save documents against companies within the CRM area of CMAP. This will enable you to store documents related to the companies themselves e.g. MSAs or Vendor\Supplier assessment related documents.
NOTE: If you have the MS Teams Integration, these company documents do not integrate with MS Teams.
To enable access to documents within the companies you will need to grant the relevant permissions within your security groups. There is a dedicated permission within the "Contacts" area called "Company Documents".
You can assign the group the following levels of access;
- No Access - The users within the security group has no access to that area
- Read Only - The users within the security group only have permission to view the information in that area and cannot edit/amend
- Edit - The users within the security group can edit the information in that area but cannot create/delete
- Full Control - The users within the security group have the ability to edit, create and delete information held in this area
For full details on how the documents module works, read the Documents guide.