Some of my agents scan old hardware check out forms to pdf and they want to load them into users accounts so they can be kept track of but they are getting permission errors. I have looked high and low to figure out how to give them permissions but I cannot find where to set that permission. Of course as an Admin I can do it but I don’t feel like uploading hundreds of pdf files lol.
Any ideas?
Best answer by SMillsTVSD
I believe this is where you would find it. In the Administration Permissions settings, you would have to create a custom agent role. In that you would give the agents permissions to manage users (under user tab)
You also need to give them file permissions (under general tab)
Is this what you are looking for? If you do not give them the permissions to view/edit private files they will not see those files from anyone who put in a file as private.
+3Did you create a custom field for the file upload? Do you have a screen shot of the error message? I’m doing a little digging in our instance to see what this would look like.
+3Is this the upload field in the user record you are talking about?
I also couldn’t find a granular permission for editing users.
+8I believe this is where you would find it. In the Administration Permissions settings, you would have to create a custom agent role. In that you would give the agents permissions to manage users (under user tab)
You also need to give them file permissions (under general tab)
Is this what you are looking for? If you do not give them the permissions to view/edit private files they will not see those files from anyone who put in a file as private.
+15
I had a custom permissions set but it looks like I missed the admin thing. I am changing things now and I will have one of my agents test it and I will let you know. Thanks for the help everyone!
Charles
Hello, I have a similar issue but I don't want to give full user management rights to my agents. Is there a way to split this to just affect uploads and not include other management capabilities such as edit user fields or uploading a profile picture?
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