Announcement

Collapse
No announcement yet.

record level user access

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • 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 ...

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

    Comment


    • #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

      Comment

      Working...
      X