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Hi,
I have to know if It is possible to upload files in opportunity entity with Team Member license. I don't want to edit the opportunity only add external files.
If it is possible, wich permission I would need in the rol.
Than you.
Hey!
This is going to depend on how are you attaching the notes. For example, on the Document Associated Grid, you might be able to create documents or uploads, but this requires permissions on Sharepoint:
Another possibility would be to add the Attachments to Emails or appointments for example.
If you analyze the permissions on Sales Team member security role
Yoou'll notice that "Append" and "Append to" privileges are marked as Organization. Email & Appointment are part of Activities and therefore you can attach documents. On Annotations/Notes, you have "append" and "append to" permissions as well
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