What Is "Owner" & How to Use It (New Vers.)

Learn how the "Owner" feature works in document management. Assign ownership to invoices, quotations, and other records to control access. Users can only view their own documents unless they have admin rights or sharing is enabled.

1. If document sharing is disabled, users can only view their own documents by selecting the "Owner" option, unless they have the Admin role or User Sharing is enabled.

(If left blank, it will automatically be assigned to the currently logged-in user.)

2. Click on My Users

3. Click on Edit or Add New

4. Enable "Sharing View" to allow users to access documents created by others.

5. Click on Save