Espo Version: 6.0.8
Advanced Pack 2.6.5
Hello!
I have built a custom system on EspoCRM and am just starting with data migration from the legacy system.
The system has a filter for projects (sub entites of account). The users are assigned to projects. There are up to 30 subentites to projects, where the assigned user creates records.
Nobody but the user and the admin should be able to edit these records.
When the user gets changed (for example previous user retired) and the new user gets assigned to the projects:
How to give the new user the right to edit the records of the previous user?
My solution was:
Create a team, same name as the project. Both users (retired and new) are team members. But the records are not assigned to the team. And it is many records in up to 30 entities.
What is the way to go?
Thank you!
Advanced Pack 2.6.5
Hello!
I have built a custom system on EspoCRM and am just starting with data migration from the legacy system.
The system has a filter for projects (sub entites of account). The users are assigned to projects. There are up to 30 subentites to projects, where the assigned user creates records.
Nobody but the user and the admin should be able to edit these records.
When the user gets changed (for example previous user retired) and the new user gets assigned to the projects:
How to give the new user the right to edit the records of the previous user?
My solution was:
Create a team, same name as the project. Both users (retired and new) are team members. But the records are not assigned to the team. And it is many records in up to 30 entities.
What is the way to go?
Thank you!
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