[Vtigercrm-developers] Fwd: Vtiger in charity

[Siam Translations LLP]

Got same situation but with custom modules. Hierarchy and groups etc are 
flexible
but it will never replace advantages of assigning more than one user to 
the same record.
If any of you guys will find the way to do it let us know.
This could be also a great advantage if this function could be 
implemented to crm as a standard.

Cheers
Andrew



On 2014-03-10 01:24, Joe Bordes wrote:
> 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/ [1]
>> 
>> _______________________________________________
>> http://www.vtiger.com/ [1]
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