How to Create a Limited EDIT Role without Pulling Out One's Hair

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • caldwell
    Junior Member
    • Oct 2026
    • 4

    #1

    How to Create a Limited EDIT Role without Pulling Out One's Hair

    We are wanting to create a Role in EspoCRM that can access all contacts, but can view only certain fields on a contact, and can only edit one field "widget."

    Based on what I'm seeing so far, it seems like we have to add every (!) field to the granular permissions with a "no" for read or edit explicitly stated. This...is labor intensive. And if the schema gets updated in the future, we have to REMEMBER to go back and add anything we don't want viewed/edited under just that Role.

    Surely, someone, is there another way to do this?
  • victor
    Active Community Member
    • Aug 2022
    • 1253

    #2
    Via the UI, this is the only way: https://docs.espocrm.com/administrat...level-security.

    Comment

    • caldwell
      Junior Member
      • Oct 2026
      • 4

      #3
      Oof. Looks like Espo needs a "reverse ACL" option. "All no unless yes." This is very labor intensive for a customized Contact or Account record.

      You say, "via the UI." Is there another way to set a role in a JSON file or something?

      Comment

      Working...