Create a New Module Level (Documents Module)

To create a new Module Level with customized permissions in the Documents Module, select Module Levels under Settings in the Documents Module on the Main Menu, opening the Settings Page to the Module Level Tab.

System default module levels cannot be customized. Module levels that are specific to your organization have additional actions to enable customization.

To create a new module level, select the New Module Level button opening the New Module Level Modal.

Input the name of the customized module level.

Check the box for Assignable to give permission for the new module level to be assigned to users if desired and click the Save button. Module levels will be listed alphabetically in the Module Level Table.

Select the Permissions icon (the bullet point list to the right of the eye) in order to assign the customized permissions to the new Module Level. Click the checkbox to the left of the permissions you want to assign.

Select the Save button.

A pop-up confirms that the permissions were saved.

Access levels for all modules can also be managed in the Site Settings Module on the Access Levels Tab.