Permissions Editor Manual

ethnar

[custom_hf:3nqlamga][/custom_hf:3nqlamga]

ladis

Hello, i have one question about permissions editor.

I have common data array with our branches list.
In my company module is single select connected to to this common data source.
Our employees have the same field.

Now I want to set some permissions depending on this common data source.

E.G. Company module:
Criteria required: My_field -> equal -> User Contact -> My_field.

I'm afraid, that this isn't possible now. Because now I can choose only one of common data items. Isn't it?

In this case, can you tell me, where to find related functions in EPESI code? May be I'll try to modify it...

Many thanks,
Ladis

jasiek

I am afraid that you are trying to reinvent the wheel.

Why did you create branches in Common Data?
What you should do is:
- Install Parent Company option - this will give you ability to create a tree like structure for your organization

Parent Company.png

- Assign employees to separate companies (branches)
- Edit permissions as needed

Going back to your example - if you have to do it your way:

Criteria required: My_field -> equal -> User Contact -> My_field.

Correct solution is: My_field -> equal -> One_of_Common_Data_Choices

Look at this example: Tasks use Status which is defined in Common Data:

permissions common data.png

ladis

OK, Jasiek,

so if I use parent company, how to solve my permission issue?

Example:



Company module:

|--- My Company

       |--- My Branch 1

              |--- Account Manager 1

              |--- Account Manager 2

       |--- My Branch 2

              |--- Account Manager 3

              |--- Account Manager 4

              |--- Account Manager 5

       |--- My Branch 3

              |--- Account Manager 6

       |--- My Branch 4

              |--- Account Manager 7

              |--- Account Manager 8

|--- My Customer 1 <--- Account Manager 3

|--- My Customer 2 <--- Account Manager 8

       |--- My Customer 2 - Branch 1 <--- Account Manager 1

       |--- My Customer 2 - Branch 2 <--- Account Manager 5

|--- My Customer 3 <--- Account Manager 4

       |--- My Customer 3 - Branch 1 <--- Account Manager 6

       |--- My Customer 3 - Branch 2 <--- Account Manager 3

       |--- My Customer 3 - Branch 3 <--- Account Manager 7

|--- My Customer 4 <--- Account Manager 2

There is my structure. Now I want following:
[list:1b8k97od]
[*:1b8k97od]All EPESI users can see all companies (without some details)[/*:m:1b8k97od]
[*:1b8k97od]Users from same branch can see all details about theirs customers (eg: Account Manager 5 should have full view for My Customer 1, My Customer 2 - Branch 2, My Customer 3, My Customer 3 - Branch 2)[/*:m:1b8k97od]
[*:1b8k97od]Only Account Manager can edit company[/*:m:1b8k97od][/list:u:1b8k97od]

First and last options are OK. But the second is problem. And why I'm trying to reinvent the wheel...

Have you any idea, how to simply solve this problem?

Thanks for your answer,

Ladis

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