record level user access

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  • hi-ko
    Senior Member
    • May 2015
    • 102

    #1

    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
    EspoCRM product developer
    • Mar 2014
    • 9618

    #2
    You can easily customize EspoCRM to work it this way. ACL framework is pretty flexible.

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    • yuri
      EspoCRM product developer
      • Mar 2014
      • 9618

      #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

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