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Thread: User with multiple roles in multiple teams

  1. #1
    matkolbe is offline Junior Member
    Join Date
    Jun 2010
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    Default User with multiple roles in multiple teams

    Hi there,

    I've the following problem:

    I have defined 2 roles:
    projectmember = access to company, contacts, task... but no access to financial information
    projectleader = also access to quotes and contracts

    now I want to solve the following situation:
    - person A is a projectleader in team 1
    - this person is also a projectmember in team 2
    --> so he could see financial data for team 1 projects and should not see financial data for team 2 projects

    Is it possible to define certain roles in certain teams for certain users?

    I've searched a lot, but found nothing...

    Any help appreciated...

    Gretting, matthew

  2. #2
    kuske's Avatar
    kuske is offline Sugar Community Member
    Join Date
    Oct 2007
    Location
    Germany
    Posts
    2,597

    Default Re: User with multiple roles in multiple teams

    The idea behind the SuagrCRM roles is just the other way than in other crm systems like salesforce.com e.g.

    Each role is restricting rights!

    So you should not define roles like projectleader and projectmember.

    You should define roles like is_no_projectleader and is_no_projectmember and assign it to THE OTHERS!

    In my system I have a trigger installed, assigning ALL is_* roles to each new user, so he will have nearly no rights. Then after installation I remove the restricting roles until the user has all rights he needs.
    Harald Kuske
    Pre-Sales Engineer Central Europe

    SUGARCRM Deutschland GmbH
    Erika-Mann-Str. 53, 80636 Munich, Germany
    Email: hkuske@sugarcrm.com
    Home: http://www.sugarcrm.com


  3. #3
    matkolbe is offline Junior Member
    Join Date
    Jun 2010
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    4

    Default Re: User with multiple roles in multiple teams

    you're right - its better for reading,
    but that's not solving my problem...

    Or could you seperate access rights for one user and multiple teams?
    Perhaps I just missunderstood your way

    greetings

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