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

[Hamono, Chris (DPC)]

Hi Rebecca

Thanks for the reply.

We started by using groups but ran into problems. From my recollection and its hazy because I wasn’t the one working on it at the time. Groups had access across all Accounts (what I call agencies). Therefore we had to assign different agency based profiles to each groups.

Which brings us back to square one and was inefficient.

Chris


From: vtigercrm-developers-bounces at lists.vtigercrm.com [mailto:vtigercrm-developers-bounces at lists.vtigercrm.com] On Behalf Of Rebecca Stanek
Sent: Friday, 1 May 2015 11:43 AM
To: vtigercrm-developers at lists.vtigercrm.com
Subject: Re: [Vtigercrm-developers] Programatically create roles from profiles - A Better Explanation of Our Needs!


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<mailto: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> [mailto: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<mailto: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> [mailto: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<mailto: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

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