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  • tothewine
    replied
    Lack of hierarchical permisions is a sore point for espo...

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  • Maximus
    replied
    So am I. Please create a correspondent topic in the Developer Help branch of the Forum. Hope someone will help you.

    Leave a comment:


  • ksv
    replied
    oh, this is a big issue for me! I'm not a programmer. –°ould you help me with this issue?

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  • espcrm
    commented on 's reply
    I don't think EspoCRM have an hierarchy system (at least not that I'm aware of) by default (need coding)

    It have to be on a Team by Team basis system.

  • Maximus
    replied
    In this case, yes he can. There is no such ability to restrict it via UI.
    Probably to avoid rewriting the whole Role logic, you can create either Hook or a custom field view (for records filter) that will restrict you to select the other users of the team 2.
    Hook: https://docs.espocrm.com/development/hooks/.
    Custom field view: https://docs.espocrm.com/development...s/#field-views.

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  • ksv
    replied
    But in this case manager 3 can assign a task to manager 2 because manager 2 , manager 3 , manager 4 belong to team 2.
    I need to ban it.
    How to do this?
    Last edited by ksv; 07-23-2020, 08:44 AM.

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  • Maximus
    replied
    Hello,

    Manager 1:
    Assignment Permission: All

    Task Entity:
    - Create: all
    - Read: all
    - Edit: all
    - Delete: all

    User entity:
    - Read: all
    - Edit: no

    Manager 2/3:
    Assignment Permission: Team

    Task Entity:
    - Create: team (optional)
    - Read: team
    - Edit: team
    - Delete: team (optional)

    User entity:
    - Read: team
    - Edit: no



    Leave a comment:


  • ksv
    commented on 's reply
    it's visio

  • espcrm
    replied
    Sorry, can't help you but that graph look quite beautiful, do you use software to draw that or 'hand' drawn?

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  • ksv
    started a topic roles and groups

    roles and groups

    Dear all



    Please advise , how to assign roles and groups to users correctly (see attached picture)?
    Manager 1 is leader of group # 1. He can assign tasks to all managers from all groups.
    Manager 2 is leader of group # 2. He can assign tasks to all managers from group 2 and no one else.
    Manager 3 is leader of group # 3. He can assign tasks to all managers from group 3 and no one else.

    thank you in advance
    Attached Files
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