Requester access to Documents tab? A request converted to a Project and original requesters don't see the Documents tab in the project. I've given them as much access as I can think of but still can't get this to appear. Ideas? | Community
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Level 10
Jun 9, 2020 5:36 PM UTC
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Requester access to Documents tab? A request converted to a Project and original requesters don't see the Documents tab in the project. I've given them as much access as I can think of but still can't get this to appear. Ideas?

Requesters can only get to the documents via a Notification. The layout template shows the Documents tab is active. I don't know where else to try to get this to appear for them. Is this possible?

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JillAcAccepted solution
Level 10
Jun 9, 2020 5:55 PM UTC

Ok I finally figured this out and it was a learning experience for me! It's the difference between someone being a Reviewer and a Requester. Reviewers have more options to gain access to Projects where Requesters are pretty much blocked out by default. I had my setup the complete opposite. Now I know what I'm doing this afternoon -- changing everyone's designations! Yay!

5 replies

JillAcAuthorAccepted solution
Level 10
Jun 9, 2020 5:55 PM UTC

Ok I finally figured this out and it was a learning experience for me! It's the difference between someone being a Reviewer and a Requester. Reviewers have more options to gain access to Projects where Requesters are pretty much blocked out by default. I had my setup the complete opposite. Now I know what I'm doing this afternoon -- changing everyone's designations! Yay!

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kynabaker16
Employee
Jun 9, 2020 6:58 PM UTC

I'm so glad you shared what your solution was! This is definitely some lingo that is useful to have explained like this about the difference between Reviewer and Requester.

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