The document store will always use the lowest permissions you have across the folder permissions and your group membership, so your permissions on all assigned user groups must be Update & Delete in order to upload.
🤓 Tip: We have guidance and recommendations available on setting up your user groups to allow uploading to SelectHR.
We recommend checking which user groups are assigned to the impacted user account(s) first, and ensure that they are all assigned Update & Delete permissions on the folder being uploaded to.
Check the assigned user groups for the user
In the Admin Tool, click User Accounts.
Search for the user who is unable to upload.
Open their user record.
Expand Group Memberships.
Make a note of all user groups in the list.
Exit the user account record and user accounts page.
Check the document store folder permissions
Within the Admin Tool, open the Document Store.
Expand SelectHR.
Expand the parent folder you are uploading to.
E.g., if you are uploading to a person record, you'd expand person. For an appointment or career record, you'd expand career.
Right click on the folder being uploaded to.
Click Properties.
Single click each user group in the permissions list which is also assigned to the impacted user account, and ensure that they are all ticked for Update & Delete.
If any are marked as Read Only, or have no permissions at all, then the user will not have permissions to upload. You have several options to resolve this, which are listed below.
Available solutions
Option 1: Assign update and delete permissions
If you’re happy for the user group to have full update and delete permissions, you can grant these through the permissions list in the Document Store.
Follow these steps:
Open the Administrator Tool and go to the Document Store.
Expand SelectHR.
Expand the parent folder you’re uploading to:
For example, if you’re uploading to a person record, expand Person.
For appointment or career records, expand Career.
Right-click the folder you're uploading to and select Properties.
Click once on the relevant user group.
Tick both Read Only and Update & Delete permissions.
Click OK to save your changes.
Ask the user to try uploading the document again.
Option 2: Remove the user from a user group
If the user belongs to multiple user groups but doesn’t need to, consider removing them from any group that lacks the required permissions. For example:
HR administrators should only be in the HR group.
Managers should only be in the Manager group.
They should not also be in general groups like Everyone or Onboarding.
We have separate guidance available on how to remove a user from a user group if needed.