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How to Grant and Obtain the "List out All Documents" Role

Granting the "List out All documents" System Role. This article explains who can grant the "List out All documents" system role, which is essential for accessing all documents within the system.

 

Upcoming improvement to document visibility  

Starting in June 2026, HR (users with the “List all documents” permission) will be able to access to any document. This helps make sure important documents don’t get lost and stay with the right people — for example if someone leaves the company or responsibilities change.

To make sure your data is handled the way you want, we recommend reviewing any documents that are sensitive, highly personal, or that you wouldn’t want visible to people with this permission, and removing them from Huma if needed.

We’ll let everyone know ahead of time so you have a chance to review your documents and make any updates.

Who Can Grant the Role?

  1. Document Owners or Administrators: The ability to grant the "List out All documents" role typically lies with document owners or administrators. If you need this role, you should contact the document owner or an administrator who has the necessary permissions to make changes to user roles.

  2. System Role Requirement: To gain access to all documents, you must have the "List out All documents" system role. This role provides an additional tab in the document module, allowing you to see all documents in the system and who has access to them.

Steps to Obtain the Role

  1. Request Access: If you do not currently have the "List out All documents" role, reach out to your system administrator or the person responsible for managing roles within your organization. They can grant you the necessary permissions.

  2. Bulk Changes: If you are an administrator or have the appropriate permissions, you can perform bulk changes to document access. This involves selecting multiple documents and modifying access rights to include yourself or others who need access.

Conclusion

To obtain the "List out All documents" system role, you must contact a document owner or administrator who can grant you this access. This role is crucial for managing and overseeing document access within the system effectively.