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Make my PDF Template available to other users

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  • Make my PDF Template available to other users

    Hello,

    New to ESPOCRM and i would like to ask, how it is possible to make the PDF Template i created (as administrator) to my users! I added it the "Team" option, but no luck!

    Any idea?

    PS: i want these PDF templates to be available to all users!

  • #2
    Hello,
    if you set the permission for Template to Read -> "Team" in the role, you have to make sure that your PDF template and your user are assigned to the same team.

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