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Unable to access attachments on BC

Posted on by 22
Hi there. We attach invoices/emails to purchase invoices when processing on BC, but some users are not able to access these attachments through General Ledger Entries or Vendor records. Does anyone have experience of this? Perhaps it is a role/setting issue?
  • AW-14060733-0 Profile Picture
    AW-14060733-0 22 on at
    Unable to access attachments on BC
    Thanks for the responses - we have now sorted the issue by updating user permissions to ensure all are consistent and standard, as some users had different permissions. 
  • Verified answer
    Jun Wang Profile Picture
    Jun Wang 5,519 Super User on at
    Unable to access attachments on BC
    normally this doesn't happen often cause viewing attachments has nothing to do with more sensitive data. To get a quick solution, you could create a customized permission set using recording permissions. Then assign it to users. High level steps
     
    create a new permission set
    start record permission
    go to a document like purchase order and add attachment
    open the attachment and stop recording
    assign the permission set to the user
     
     
    Or you could download a free doc attachment app from marketplace for users
     
    Jun Wang
  • Jun Wang Profile Picture
    Jun Wang 5,519 Super User on at
    Unable to access attachments on BC
    normally this doesn't happen often cause viewing attachments has nothing to do with more sensitive data. To get a quick solution, you could create a customized permission set using recording permissions. Then assign it to users. High level steps
     
    create a new permission set
    start record permission
    go to a document like purchase order and add attachment
    open the attachment and stop recording
    assign the permission set to the user
     
     
    Or you could download a free doc attachment app from marketplace for users
     
    Jun Wang
  • AW-14060733-0 Profile Picture
    AW-14060733-0 22 on at
    Unable to access attachments on BC
    Thanks for this - just checking these details...
  • gdrenteria Profile Picture
    gdrenteria 5,038 Super User on at
    Unable to access attachments on BC
    Is the license type of both users the same?
    If you temporarily change the role of the user who does not see the attachments, does he see it?
  • AW-14060733-0 Profile Picture
    AW-14060733-0 22 on at
    Unable to access attachments on BC
    Yes that's correct...
  • gdrenteria Profile Picture
    gdrenteria 5,038 Super User on at
    Unable to access attachments on BC
    Hi
    You go to a record, and some users can see attachments and other users on the same record don't see anything attached. That is, attachments exist but some see them and others don't, correct?
    BR
    GR
  • AW-14060733-0 Profile Picture
    AW-14060733-0 22 on at
    Unable to access attachments on BC
    Yes that's exactly it,,, that box doesn't show any attachments for some users
  • gdrenteria Profile Picture
    gdrenteria 5,038 Super User on at
    Unable to access attachments on BC
    Hi
    Certain users do not see this factbox?
    BR
    GR
  • AW-14060733-0 Profile Picture
    AW-14060733-0 22 on at
    Unable to access attachments on BC
    Thanks for the response @gdrenteria... For some users we can have a link to the attachment e.g. PDF, but other users just can't see the link or see that there are any attachments.
     

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