Results 1 to 3 of 3

Thread: SugarCRM CE - Make a document accessible to all

  1. #1
    aureh12 is offline Sugar Community Member
    Join Date
    Feb 2009
    Posts
    96

    Question SugarCRM CE - Make a document accessible to all

    Dear all.

    I use SugarCRM CE 5.2.0.

    I set roles to make sure the users don't see other's documents = view set on "owner"

    => I want to make some documents viewable to everyone (shared document)

    How can I do this ?

    Thanks for your help.

  2. #2
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
    Join Date
    Jul 2006
    Location
    São Paulo - Brazil
    Posts
    8,335

    Default Re: SugarCRM CE - Make a document accessible to all

    Hi aureh12

    The best choice is to:

    1. Remove that role;
    2. Install a Teams module for CE (CE Teams or Security Suite);
    3. Assign the restrict documents to a private team;
    4. Let the public documents un-related to a team

    Cheers
    André Lopes
    DevToolKit / Project of the Month - June 2009
    Lampada Global Services- Open Source Solutions
    Avenida Ipiranga, 318
    Bloco B - CJ 1602
    São Paulo, SP 01046-010
    Brazil
    Office: +55 11 3237-3110
    Mobile: +55 11 7636-5859
    e-mail: andre@lampadaglobal.com

    Lampada Global delivers offshore software development and support services to customers around the world.
    Lampada is proud to be a SugarCRM Gold Partner, revolutionizing Customer Relationship Management.

    I DO NOT answer questions through PM and Email. If you need some help post your question into SugarForum.

  3. #3
    aureh12 is offline Sugar Community Member
    Join Date
    Feb 2009
    Posts
    96

    Default Re: SugarCRM CE - Make a document accessible to all

    Thanks andopes!

    I was wondering if it could work with these addons.

    You give me the answer:
    4. Let the public documents un-related to a team => then it become public !

    I'll will try this and give you a feedback.

    Cheers

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Plz make me clear about sugarCRM
    By meenaxi in forum General Discussion
    Replies: 4
    Last Post: 2008-12-31, 10:54 AM
  2. Gestion de Document dans SugarCRM 4.5.1d
    By jschevingt in forum Français
    Replies: 1
    Last Post: 2007-06-01, 02:29 PM
  3. SugarCRM document linkage with tasks
    By CRM123 in forum Feature Requests
    Replies: 2
    Last Post: 2006-09-02, 08:47 PM
  4. Interesting document on customizing SugarCRM
    By george_bbch in forum General Discussion
    Replies: 1
    Last Post: 2006-05-27, 10:44 PM
  5. Replies: 0
    Last Post: 2006-01-13, 08:30 AM

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •