Per-entity permissions ?

tothewine

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Join Date: Jan 2018

Posts: 373
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#1

Per-entity permissions ?

11-25-2018, 04:45 PM

I want users to not see an entity (to not be returned when the webclient does the "api/v1/Entitt?select" request) unless a field is within a specified range. Can this be achieved with formulas or workflows ?
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tanya

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Join Date: Jun 2014

Posts: 4308
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#2

11-26-2018, 08:54 PM

Hello,

you can manage entity Teams with both, Formula and Workflow: add or remove teams with own role.

Security Roles in EspoCRM

https://www.espocrm.com/video/security-roles/

What are Security Roles? How can one define what a user can and cannot do within a CRM system? In this video tutorial: Learn how to implement user security roles into EspoCRM system, find out how to restrict access to a specific information and define assignment, user and portal permissions to speci...
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