Limit Role Abilities

[dblackard]

I have created a role for our sales agents, but I do not want them to be able to add new customers. Corporate wants to do that. Is this possible? Thanks for the help.

[salesagility]

Not using Roles ... unless you want to also remove their ability to edit Account details. If this is OK, then just set their permissions to list and view and restrict edit

[dblackard]

Thanks Sugar Hero.

I do need them to be able to work in the Account and update it. If you think of another way to accomplish this please let me know. Thanks again.

[salesagility]

OK ... check out this ACL

Access control at field level

[dblackard]

Sweet! many thanks.

[dblackard]

Trying to get this to work on "Create Account". Realizing this is not a field, but a button with an action. Any words of wisdom would be greatly appreciated. Thanks.

[andopes]

You should need to create a custom controller for Accounts module and implement the method action_editview, in order to check if the current_user can create new Accounts.
The content of such function may looks like that:

     function action_editview() {
        $role_name = 'sales agents';
    
        global $current_user;
 
        $this->view = (empty($this->bean->id) && $current_user->check_role_membership($role_name, $user_id = '')) ? 'noaccess' : 'edit';
    } 
  

Cheers

[dblackard]

Andre, thank you for your help.

I need to ask. Where would I place this PHP script? I was looking at AccountsQuickCreate.php, but I do not know for sure. And where inside the file I should drop it.

This junior sugar member appreciates you guys.

[andopes]

custom/modules/Accounts/controller.php

Cheers