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FAQ
Overview
Actionstep has the ability to control which system user can read, edit, create and delete documents in your system.
How to set this up
You need someone with account authority to go to Admin> Users & Permission> Data permission> Change the system role to the specific system> Change the System Object to Document Table, from there you can set the relevant permissions.
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Note The functionality contained in this article is for Practice Pro + Accounting admin users. |