Last Revised: 02 Sep 2020 Written by Veloxity CRM Time Estimate: About 3 minutes to read. Veloxity 2.0
Open the attachment you want to share.
Click Show / Update Roles on the Key Records Panel of the attachment.
- Click Add Role Assignment.
Select the Users/Group Role when viewing this document.
- Click Save Changes.
See User/Group Roles for more information.