Last Revised: Written by Veloxity CRM Time Estimate: About 3 minutes to read. Veloxity 2.0
Step-by-step guide
Open the attachment you want to share.
Click Show / Update Roles on the Key Records Panel of the attachment.
- Click Add Role Assignment.
Select Users/Groups.
Select the Users/Group Role when viewing this document.
- Click Save Changes.
See User/Group Roles for more information.
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