Champ Software Sales Force Portal for Aha

Secure the ability to delete files

Our agency wants to be able to use the files feature to keep consents and other documents, but at this time it is very easy to delete files that have been attached and no way to retrieve them. Currently if an employee only has read/write access to the activity screen they still have the ability to delete attached files, even if the activity is locked. Can this be fixed?
  • Champ Ideas
  • Jun 8 2017
  • Future consideration
  • Champ Ideas commented
    August 23, 2017 01:05

    Is there a way to turn off the delete button in this tab.  We would like only certain individuals up be able to delete uploaded documents.

     
  • Champ Ideas commented
    August 23, 2017 02:51

    Attachments - agency is expecting the same functionality of difference of roles from supervisor and read/write when it comes to ability to delete files. However both level of roles (supervisor AND read/write) can
    delete. It is only when you move to read only that you cannot delete.