Hi,
How do I configure Notes (Module) to be made available for all users?
eg, I created some PDF files to which I want all users (from sales department) to have access. Instead of adding each and every follower every time I added a file.
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Accounting
- Inventory
- PoS
- Project management
- MRP
This question has been flagged
2
Replies
1299
Views
Please also see https://www.odoo.com/forum/help-1/error-assigned-user-has-no-access-to-the-document-and-is-not-able-to-handle-this-activity-201375 to understand how to modify the record rule so that when you assign a User to an Activity on a Private Note, they will automatically be added as a follower and will see the note.
Hi Jerome,
With Notes (module) there's one way to link attachements with people: it's to add each follower.
I think it's more convenient to use Document (module), there you can create a specific channel "sales team" eg/.
I hope the answer was helpful to you.
Thank you Mouhamadou!
