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New Entity - Unable to upload files to Documents section

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  • New Entity - Unable to upload files to Documents section

    New Entity - Unable to upload files to Documents section

    I have checked the roles/permissions but still can not figure this out!

    Documents are in the relationship and is showing.

    I can upload as an admin!
    Last edited by khopper; 08-28-2019, 07:59 PM.

  • #2
    Here are the permissions/roles - now the users can upload docs to entity "accounts" but not "PBX" ???

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    • #3
      The only way i have been able to allow documents to be able to be uploaded is to modify role "CALLER" for Entity "PBXs" is to set Edit to "Own".
      However like Entity "Accounts" i do not want a user to be able to edit the actual entity record but only be able to upload documents to it.

      Is this a bug? It's works perfectly for entity "Accounts" just not the custom Entity "PBXs"

      Maximus yurikuzn

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      • #4
        Hello,
        Change the role:
        In the Entity scope: Documents -> yes, all, no, no
        In the Field Level: Documents -> File -> yes, yes.

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        • khopper
          khopper commented
          Editing a comment
          Maximus This did not work. I still can not add documents.

      • #5
        Yes, but in the Field Scope for the PBX entity you can restrict the access to edit each field. So the users will have ability to use the edit mode w/o possibility to make any affect on the data in the fields.

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