[Vtigercrm-developers] Programatically create roles from profiles - A Better Explanation of Our Needs!

Rebecca Stanek rlstanek at gmail.com
Fri May 1 02:13:08 GMT 2015


Can you just handle this through Teams/Groups just like you would for Sales
teams & salespeople?
On Apr 30, 2015 6:45 PM, "Hamono, Chris (DPC)" <Chris.Hamono at sa.gov.au>
wrote:

> Perhaps I need to explain our needs better. There is a good chance I am
> doing this all wrong. SO PLEASE if you think there is a better way, then
> advise.
>
>
>
> As stated we have some 300 agencies.
>
>
>
> At the peak of our org chart the system administrator must be able to
> manage and create reports across all agencies. Therefore we can’t have 300
> instances.
>
>
>
> For example a report may be. How many tickets across all agencies that
> have exceeded the allowed time to completion.
>
>
>
> Each agency must manage its own tickets. They need to have full editing
> rights to the tickets. They must also be able to raise invoices against the
> tickets close the tickets and transfer the tickets to other people.
> Therefore they must be vtiger Users. This rules out using the portal as it
> currently works.
>
>
>
> A user from one agency CANNOT view the tickets from another agency. This
> is a *strict* security requirement.
>
> So we have an supervisor, administrator and worker roles with individual
> permissions.
>
>
>
> The administrator for each agency must be able to create users for their
> own agency and then assign the appropriate role to that user.
>
>
>
> In a nutshell:
>
>                 System admin needs to be able to report across all agencies
>
> Agency roles cannot access information from another agency
>
>                 Agency Managers can create users and assign roles to that
> user
>
>                 Roles within an agency have full access to tickets, which
> means create edit and delete.
>
>                 Roles within an agency must be able to raise invoices.
>
>
>
> How I thought this could work.
>
>
>
> For each agency create 5 roles, each of those roles is based on a set of
> common profiles.
>
>
>
> When the system admin creates an agency the system automatically creates
> the 5 roles, each role has a unique name for example “agency name – Manager”
>
>
>
> The system admin then assigns a supervisor and a manager to that agency.
> The Manager then has the job creating and assigning roles to users.
>
>
>
> For agency admins we provide a filtered view of the available roles so
> they do not see all 1500. Assignment of a role to a user should be checked
> for consistency which is why my other question is about event handlers for
> User module.
>
>
>
> Is what I am saying clear?
>
> Is there a better way?
>
>
>
> Chris
>
>
>
>
>
> *From:* vtigercrm-developers-bounces at lists.vtigercrm.com [mailto:
> vtigercrm-developers-bounces at lists.vtigercrm.com] *On Behalf Of *Hamono,
> Chris (DPC)
> *Sent:* Wednesday, 29 April 2015 2:08 PM
> *To:* vtigercrm-developers at lists.vtigercrm.com
> *Subject:* Re: [Vtigercrm-developers] Programatically create roles from
> profiles
>
>
>
> Bump
>
>
>
> Anyone?
>
>
>
> Chris
>
>
>
> *From:* vtigercrm-developers-bounces at lists.vtigercrm.com [
> mailto:vtigercrm-developers-bounces at lists.vtigercrm.com
> <vtigercrm-developers-bounces at lists.vtigercrm.com>] *On Behalf Of *Hamono,
> Chris (DPC)
> *Sent:* Tuesday, 28 April 2015 11:01 AM
> *To:* vtigercrm-developers at lists.vtigercrm.com
> *Subject:* [Vtigercrm-developers] Programatically create roles and assign
> profiles
>
>
>
> Hi All
>
>
>
> How can I programmatically create a role based on an existing profile?
>
>
>
> We have a need that each time an organisation is created a set of roles
> need to be created which are only for that organisation.
>
>
>
> Each organisation has 5 roles based on 5 predefined profiles
>
>
>
> We have 300 organisations we need to create so that’s 1500 roles.
>
>
>
> Maintenance of these roles would be overly complicated so I am looking to
> automate much of it.
>
>
>
> Chris
>
> _______________________________________________
> http://www.vtiger.com/
>
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