How can I set permissions for attachment category?

In organizations with different levels of hierarchy, it’s important to define the access level of each user. When sharing resumes and files with other recruiters, if there are any confidential documents, which can’t be shared with all, it’s ideal if the user has the option to choose who can see what. With the Attachment Permissions feature, you can now decide the level of action a user profile has over a document. For example, if you don’t want a custom user to view or edit a contract document, you can disable the view and edit options for that particular user, so that document alone will be disabled for that user.
 

To set permissions for attachment category:

  1. Click Setup > Users & Permissions > Attachment Permissions.
    The Attachment Permissions page is displayed.
  2. Select Profile from the drop-down list.
  3. Select Module from the drop-down list.
    All the attachment categories related to that module will be listed.
  4. Click Edit to change the permission.
  5. Enable/disable permission under the view, create, edit, delete, download sections.
  6. Click Save.
     
Note:
  • Interviewer and Guest profiles do not have access to create, edit, delete, or download attachment lists.
  • Standard profile users cannot delete attachments.
  • The permissions set here will be applicable only for the [Module] list and details pages.