Users and permissions · Guide 25 of 624
Share a document with a colleague
Sharing gives one person access to one specific record in RockifyERP, even if their role normally wouldn’t allow it.
How to do it in RockifyERP
- Open the record you want to share.
- In the sidebar, click Share (or the share icon).
- Choose the user, then tick Can Read, Can Write, Can Submit or Can Share.
- They can now open that record from their notifications.
Tip: Sharing is for one-off cases. If someone needs regular access, change their role instead.
Need more help with RockifyERP?
Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.