roles and groups

[ksv]

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

[esforim]

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

[ksv]

it's visio

[Maximus]

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

[ksv]

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?

[esforim]

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]

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.

[ksv]

oh, this is a big issue for me! I'm not a programmer. Сould you help me with this issue?

[Maximus]

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

[tothewine]

Lack of hierarchical permisions is a sore point for espo...