user Roles

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  • tilamap365
    Junior Member
    • Mar 2023
    • 4

    user Roles

    Hello
    Is any option on espo crm to create a user who can make import file and access only an entity like Contacts for example. This user needs to make import some data to Contacts. Is there any role who can do this type of restriction?
  • shalmaxb
    Senior Member
    • Mar 2015
    • 1606

    #2
    Yes, you have to configure this role. Restrict the role from any other entity not being contacts and there you can allow import. This role you apply to the user, which would have this restriction.

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    • tilamap365
      Junior Member
      • Mar 2023
      • 4

      #3
      For example i have done these role conf, but still my user cant make import

      Manager:
      Import: enabled
      leads: create->yes, read->team, edit->team, delete->team, stream->team.
      users: read->team, edit->own.

      and Field Level
      Import: File->yes, Entity Type->yes

      Still my user with manager role cant make the import

      Comment

      • tilamap365
        Junior Member
        • Mar 2023
        • 4

        #4
        Any idea ?

        Comment

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