record level user access

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  • hi-ko
    Member
    • May 2015
    • 90

    record level user access

    we have the requirement to allow access on records for a custom role based on connected contacts to the record where contacts have a relationship to users.
    Result should be that the user only sees records with the custom role he's added.
    Alternatively a relationship to contacts with CRUD attribute would fit also which than can be populated by script on update.
    I didn't find a way to script that with the current version but think this would be a valuable feature for a customer login feature or any restricted user limited to special records (aka 'portal user').
    A work around could be to create a role for any new entity (e.g. project, contract, order) we want to grant access to but this would create hundreds of roles ...
  • yuri
    Member
    • Mar 2014
    • 8440

    #2
    You can easily customize EspoCRM to work it this way. ACL framework is pretty flexible.
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

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    • yuri
      Member
      • Mar 2014
      • 8440

      #3
      In the version 4 it will be possible to restrict portal users so that they can see only records by Account or Contact relationships
      If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

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