Document Permissions

Once a role is inserted into a document's Document Roles database table, the Document Roles table specifies what system-defined actions users and groups assigned to a Role are allowed to do as the document progresses through its lifecycle. The Document Roles table is determined by these custom metadata types: and Document State Role Permission custom metadata type records.

• Permission (mvn__CM_Permission__mdt) - grants users or groups of users system-defined actions at either the document or document version level.

• Document State Role (mvn__CM_Document_State_Role__mdt) - connects the Document State and Role custom metadata types.

• Document State Role Permission (mvn__CM_Document_State_Role_Permission__mdt) - connects the Document State Role and Permission custom metadata types and grants a Role for a given Document State a specific Permission.

On the Sharing tab of a document record, you can view the list of users and groups that have access to the document. You can also access the Role Permissions matrix for a role to see what permissions that role has for the document.

Permissions

ships with eleven predefined permissions, which can be found in the Permission (CM_Permission__mdt) custom metadata type. Each permission grants a user or group of users a system-defined action at either the document or document version level. Once granted, document-level permissions give users the ability to perform actions regardless of the document's state. Document version-level permissions are governed by the matrix model of state and permission.

Warning: Do not create, modify, or delete any permission records. Permission records are considered protected system metadata.

Document permissions

Label	DeveloperName	Description
Delete	mvn__CM_Delete	Delete the document and any document versions.
Manage Sharing	mvn__CM_Manage_Sharing	Manage the Document Roles table for the document.

Document version permissions

Label	DeveloperName	Description
Change State	mvn__CM_Change_State	Change the status value of the document version record.
Create Draft	mvn__CM_Create_Draft	Create a new document version in the document lifecycle's initial state.
Delete Version	mvn__CM_Delete_Version	Delete a document version.
Download Source	mvn__CM_Download_Source	Download the file associated with a document if the file is hosted in Salesforce. Visit Files.
Edit Document	mvn__CM_Edit_Document	Check the document in and out, and upload a new version of the Document.
Edit Metadata	mvn__CM_Edit_Metadata	Edit document fields.
Edit Relationships	mvn__CM_Edit_Relationships	Add, edit, or delete document relationships. Visit Relationships.
Start Workflow	mvn__CM_Start_Workflow	Start a workflow for a document. Visit Workflows and tasks.
View Document	mvn__CM_View_Document	Read access to the document, its associated file, and any metadata, including relationships.