You can now control the visibility of certain document columns from the Document List using the Document List Columns tab on the Roles page under Account Management.

Note: To view and manage the Document List Column tab on the Roles page, set the Allow to Control Document Columns by Roles setting on the Portal Settings of the Configuration section on the Admin Portal.

To manage the visibility of the column names, select a role from the Roles page and,

1. Navigate to the Document List Column tab.

2. Select the checkboxes next to the columns under Column Name to display them in the Document List. You can control the visibility of the following columns:

   1. Type: Indicates the type or category of the document (e.g., report, dashboard, etc.)

   2. UpdatedBy: Displays the name of the user who last updated the document.

   3. Updated: Displays the date and time when the document was last updated.

   4. CreatedBy: Displays the name of the document creator.

   5. Created: Displays the date and time when the document was initially created.

   6. Description: Provides a summary or description of the document's content.

   7. Referenced Data Document: Indicates if the document is linked or refers to other data documents.

   8. Permissions: Displays the permissions set for the document.

   9. Categories: Classifies the document into specific categories.

3. Click Save to apply.

   
   

Example Scenario

In the scenario below, two roles with two different columns are enabled.

Role A: Permission to view Type column.

Role B: Permission to view UpdatedBy column.

• When a user belongs to Role A and Role B, they inherit the permissions from both roles. As a result, the user can preview both the Type and UpdatedBy columns.