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Grant data import access to multiple users

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  • Grant data import access to multiple users

    Hi Team!

    Would like to check if we could assign multiple users to have access to data import feature rather than just one admin user.

  • #2
    Yes, you can set it by Role, then assign the Role to the Team/User. Check it here:


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    • #3
      Thanks! May I know which scope level belongs to Admin Portal in Roles?

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      • #4
        By default such option is disabled in Role. The regular user can only view the portals settings. Use URL like:
        Code:
        https://your-espocrm-domain/[COLOR=#FF0000]#Portal[/COLOR]
        This access inside of the mandatory rules, so if you will even enable it for Role, it will give you nothing. If you really need it then:
        1. create the file /custom/Espo/Custom/Resources/metadata/app/acl.json with the code:

        Code:
        {
            "mandatory": {
                "scopeLevel": {
                    "Portal": {
                        "read": "all",
                        "edit": "own",
                        "delete": "own",
                        "create": "yes"
                    }
                }
            }
        }
        2. Clear cache via Administration -> Clear Cache.

        But if you want to specify the access to Portal for a specific user then you need:
        1. Open the file /application/Espo/Resources/metadata/app/acl.json and delete the Portal restrictions:
        Code:
        {
            "mandatory": {
                "scopeLevel": {
                    "Note": {
                        "read": "own",
                        "edit": "own",
                        "delete": "own",
                        "create": "yes"
                    },
        [COLOR=#FF0000]          "Portal": {
                        "read": "all",
                        "edit": "no",
                        "delete": "no",
                        "create": "no"
                    },[/COLOR]
                    "Attachment": {
                        "read": "own",
                        "edit": "own",
                        "delete": "own",
                        "create": "yes"
                    },
        .....
                }
        }
        2. Create the file /custom/Espo/Custom/Resources/metadata/scopes/Portal.json with code:
        Code:
        {
            "tab": true,
            "acl": true
        }
        tab is to be able to add Portal tab into a tab list
        acl to enable the Portal scope in Role

        3. Clear cache via Administration -> Clear Cache.
        4. Configure the Portal access in the role.
        Last edited by Maximus; 04-16-2020, 11:56 AM.

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