How to do this ?

zgroup

Hi,

If it's possible to do this within EPESI?

I would like to group users like this :

- Users are grouped in Teams where there's a leader in the group.
- Data owned / generated within the group cannot be seen by other groups.
- Contact information / Task information of a user, eg. Contact information, task info generated by a user cannot be
seen by other members within the group
- Team Leader of the group can see everything information within the group. Contact information can be re-assigned to another user within the group.
- Users within the team can share public information within the group. Eg Shoutbox.. etc.

Thanks,
Deddy

ajb

Hi,

last comes first - shoutbox is very simple and it has only "public" or "one specific person" recipient. So you can't use this to manage groups.
You can achieve what you've described by using separate company for each group. It would be the simplest path, because a lot of modules have such permission, that I (as a user) can only see data generated by my company and it's members. Further you should adjust some permissions for every recordset (tasks, contacts, companies, etc) to match your rules. Our permission management is powerful, but it requires some effort to set it up.

Regards,
Adam

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