[Vtigercrm-developers] Fwd: Vtiger in charity

[Joe Bordes]

Hi

A quick look at the PDF makes me think that you should make the modules private and assign the records (project) to the volunteer and that the charity staff would be in a superior hierarchy role so he would have access to all the information. Then a uitype 101 or similar field (which you probably already have) to indicate the second user for reporting,

That way you leave all the permission rules to vtiger crm and use a second user field only for reporting.

Joe
TSolucio



On 9 de marzo de 2014 13:51:46 CET, Stacey Johnson <stacey.johnson110 at gmail.com> wrote:
>Hello Joe :-)
>
>What we need is to be able to assign two users to the same project and
>all
>dependent modules but one user will have different privileges than
>other.
>This structure is for one charity stuff and one volunteer. there is few
>reasons to make it this way instead of other solutions as you
>mentioned.
>Thing is that once they using groups the charity volunteer (with lower
>level of privileges)  will see other data related to his leader from
>charity directly. I read forum and here is some similar cases but looks
>like no solution yet. Thinking that two users assigned to particular
>record
>might be comfortable idea. On the other hand it will reduce operations
>for
>admin who anyway is busy as it is rather small group of good guys who
>trying to change the world. I am volunteer too so asking here for help
>hoping to find similar person :-)
>Please see attached chart
>
>Stacey :-x
>
>
>
>
>
>On Sun, Mar 9, 2014 at 5:20 PM, Joe Bordes <joe at tsolucio.com> wrote:
>
>>  Stacey, try taking a step back and telling us what requirement you
>need
>> to implement instead of how you implemented it, maybe that way we can
>give
>> you some constructive opinions.
>>
>> Note that:
>>
>> 1.- it is not easy at all to add additional users to a record by
>coding
>> 2.- groups and permission system is pretty flexible
>> 3.- losing sleep and being in a hurry is bad policy :-)  you need to
>take
>> your time one step at a time, inform your client, charity should
>understand
>> that more than others...
>>
>>
>> El 09/03/14 10:32, Stacey Johnson escribió:
>>
>>
>>    Hello guys :-) My name is Stacey and I helping one of UK based
>> charities.
>>  I trying to build for them CRM with simple accounting functionality
>>  but found an issue I cant crack on it. It is assigning to the record
>more
>> than one user. I managed to create additional user field within
>Projects
>> (it will need to be in more modules) but it doesnt mean that this
>> particular record will be assigned to two users.
>> Didn't slept all night as I promised make it O.o
>>  I will really appreciate if any of you could help me ... :-)
>>
>>  :o)
>>
>>  Stacey
>> stacey.johnson110 at gmail.com
>>
>>
>>
>> _______________________________________________http://www.vtiger.com/
>>
>>
>>
>> _______________________________________________
>> http://www.vtiger.com/
>>
>
>
>------------------------------------------------------------------------
>
>_______________________________________________
>http://www.vtiger.com/

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