User Permissions
Advanced permissions and restriction settings. Restrict who can download and generate new documents for different user roles like Board Owners, Board Members and Guests.
Last updated
Advanced permissions and restriction settings. Restrict who can download and generate new documents for different user roles like Board Owners, Board Members and Guests.
Last updated
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Per default, the permissions in DocExport are set to:
Generate new recipes/templates: Board Owners and Admins Read and download documents: Board Members Restricted: Viewers and Guests
With custom user permissions, included in the DocExport and above, you can set individual user permissions per role.
Options:
1. Define who can read and download documents:
Only Board Owners and Admins
Board Members
Board Members and Guests
2. Define who can generate new documents:
Only Board Owners and Admins
Board Members
Board Members and Guests
Permissions for reading/downloading and generating can be set individually.
In any DocExport board view, click on the settings icon and on 'Go To App Settings'
You can now define, which user roles are allowed to read/download documents from the DocExport board view and which are allowed to generate new document templates/recipes.
Please note: users can still generate documents via automation if you create an integration/automation (e.g. 'When Status changes, generate document').
The setting above restricts users to create new templates and/or recipes for document generation.
monday.com file columns are not part of the DocExport restriction. For example: if your item-level recipe saves a PDF to a file column and you want to restrict it to a specific user role, you need to restrict the
