Salesforce Contracts 可讓不同類型的檢閱者針對具有不同存取權限的文件進行協同合作。
檢閱者類型包括:
連結的檢閱者 - 具有對應 Salesforce 認證的檢閱者。他們可以使用文件內的子句和區段、執行動作,例如插入、刪除和更新子句和區段,以及修改文件內容。
非連結的檢閱者 - 沒有對應 Salesforce 認證的檢閱者。他們可以更新文件內容,以及刪除和更新子句。他們可以新增、刪除和更新區段。不過,他們無法新增子句。
視檢閱者存取類型而定,可對文件執行各種動作。
| 權限 | 唯讀 (可檢視) | 完整存取權 (可編輯) |
|---|---|---|
| 檢視文件 | 是 | 是 |
| 修改文件內容 | 否 | 是 |
| 編輯/刪除/解決註解 | 否 | 是 |
| 新增註解 | 否 | 是 |
| 回覆註解 | 否 | 是 |
| 新增/更新文件內容 | 否 | 是 |
| 新增/更新子句 | 否 | 是 |
| 新增/編輯/刪除區段 | 否 | 是 |
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