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Intelligent Document Reader
Assign Object Permissions for Intelligent Document Reader

Assign Object Permissions for Intelligent Document Reader

Give users access to the objects they need for Intelligent Document Reader.

Required Editions

Available in: Lightning Experience
Available in: Automotive Cloud, Consumer Goods Cloud, Education Cloud, Financial Services Cloud, Health Cloud, Manufacturing Cloud, Media Cloud, Net Zero Cloud, Nonprofit Cloud, Public Sector Solutions. View product and edition availability.
Intelligent Document Reader is available with the Intelligent Document Reader add-on license.

Give users Create, Read, Edit, and Delete permissions to these objects that handle document data.

  • Document Checklist Item
  • Location
  • Received Document
  • OCR Document Scan Result

To keep the ownership of related records in sync, define the same user permissions and queue configuration for the Received Document object and the OCR Document Scan Result object.

 
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