by eggsurplus

Control what your users can access and save time, money, and frustrations. Lock down sensitive data in SugarCRM or SuiteCRM to specific groups or teams. Supports unlimited assigned users, unlimited group assignments to records, custom layouts for each group, login/sudo capabilities and much more.

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#946 - Attachment for Email Template not working

Closed Bug? created by evan 4 years ago

We have a user that we've recently moved from an Administrator to a 'normal' user, and when they compose an email using one of the templates they created the attachment isn't working. They can manually select the Document and attach it to the email, but it's not automatically attaching to the email like it used to. They created this Document themselves and it's still assigned to them.

In terms of what we've tested:
- In the Group/Role that they are part of they have access to the Documents module
- Logged in as them (as a non Admin) and created a new version of the doc and attached it to the template
- Done a Quick Repair as well as a Repair Roles
- Tested this template using an Admin user and the attachment works fine, so we're pretty sure it's something to do with how we've setup the Roles/Groups.

Any ideas?

  1. eggsurplus member avatar

    eggsurplus Provider Affiliate

    4 years ago

    Hello Evan,

    My best guess is that the email template itself isn't associated to the user's group and the Email Templates rights are set to Group. Adding the group to the template may solve the issue.

    Also, does this work for other non-admins?

    -Jason

    • evan member avatar

      evan

      4 years ago

      Hey Jason, thanks for the reply.

      I think we've got it sorted. I remembered reading in one of your other responses that attachments are created as notes in Sugar - I re-checked this particular role and sure enough they didn't have access to the notes module. We fixed that up and it looks like its working OK.

      Thanks for your help!

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      4 years ago

      Great find!

      -Jason

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