Hi,
we're using EspoCRM because we needed a simple and effective customer portal in order to share some documents and data.
Some of these documents have to be visible to specific customers, and that can be quickly managed by linking documents to accounts and setting Portal Users permissions to account. However, we'd like for some documents (and/or document folders) to be visible to everyone, is there a way to do that without having to link a document to every account each time?
PS: maybe KB articles can be used as a sort of "shared" document folder?
Thanks
we're using EspoCRM because we needed a simple and effective customer portal in order to share some documents and data.
Some of these documents have to be visible to specific customers, and that can be quickly managed by linking documents to accounts and setting Portal Users permissions to account. However, we'd like for some documents (and/or document folders) to be visible to everyone, is there a way to do that without having to link a document to every account each time?
PS: maybe KB articles can be used as a sort of "shared" document folder?
Thanks
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