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Per-entity permissions ?

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  • Per-entity permissions ?

    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 ?

  • #2
    Hello,

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