[Vtigercrm-developers] Default module == Role

[Tony Sandman]

To Chris :-)


Tony

On Sat, Jun 30, 2018 at 9:59 AM, S T Prasad <stprasad at stprasad.com> wrote:

> Is that to me or to Chris?
> I think I have understood it clearly.
>
> I like the Role to Module assignment. Cleaner
>
> With best regards,
>
> S.T.Prasad (Skype: stprasad at stprasad.com)
> Founder and Chief Shikari
> http://www.vtigress.com
> The Purr-fect mate for vTiger
> Certified Solution Partner for Asia and Africa
>
> On Sat, Jun 30, 2018 at 8:17 AM, Tony Sandman <tonysandman999 at gmail.com>
> wrote:
>
>> I think you misunderstood. The only two things related to layout you can
>> change in user profile:
>> 1. Default Lead View
>> 2. Default Record View
>>
>> No way to change startup module.
>>
>> Tony
>>
>> On Fri, Jun 29, 2018 at 1:08 PM, Christoper J Combrink <
>> christopher at wowfingers.com> wrote:
>>
>>> Each user can elect the default module they want when then login.
>>>
>>> So you can set a variable in the database to dictate which module a user
>>> sees when they login.
>>>
>>> You'd need to write a SQL statement to match users with their roles and
>>> there user is in X role, set default module value to Y Module.
>>>
>>> Easiest way I can think of..
>>>
>>> Regards,
>>>
>>> CJC
>>>
>>> (sent on the move)
>>>
>>> On Fri, 29 Jun 2018, 07:54 S T Prasad, <stprasad at stprasad.com> wrote:
>>>
>>>> Small typo
>>>>
>>>> *Role ==> Default Module after login*
>>>> Sales =>> Opportunities
>>>> Accounts ==> Invoices
>>>> Fulfillment ==> Sales Orders
>>>> Procurement ==> Purchase Orders
>>>> Management ==> Reports
>>>>
>>>>
>>>> With best regards,
>>>>
>>>> S.T.Prasad (Skype: stprasad at stprasad.com)
>>>> Founder and Chief Shikari
>>>> http://www.vtigress.com
>>>> The Purr-fect mate for vTiger
>>>> Certified Solution Partner for Asia and Africa
>>>>
>>>> On Fri, Jun 29, 2018 at 11:21 AM, S T Prasad <stprasad at stprasad.com>
>>>> wrote:
>>>>
>>>>> But if I understood Tony correctly, the following is the use case,
>>>>> with example roles
>>>>>
>>>>>
>>>>> Role ==> Module
>>>>> Sales =>> Opportunities
>>>>> Accounts ==> Invoices
>>>>> Fulfillment ==> Sales Orders
>>>>> Procurement ==> Purchase Orders
>>>>> Management ==> Reports
>>>>>
>>>>>
>>>>>
>>>>>
>>>>> With best regards,
>>>>>
>>>>> S.T.Prasad (Skype: stprasad at stprasad.com)
>>>>> Founder and Chief Shikari
>>>>> http://www.vtigress.com
>>>>> The Purr-fect mate for vTiger
>>>>> Certified Solution Partner for Asia and Africa
>>>>>
>>>>> On Fri, Jun 29, 2018 at 11:01 AM, Chris Thompson <
>>>>> cthompson at moderas.org> wrote:
>>>>>
>>>>>> Why not just define access to the modules within your roles?
>>>>>>
>>>>>>
>>>>>>
>>>>>> -Chris
>>>>>>
>>>>>>
>>>>>>
>>>>>>
>>>>>>
>>>>>>
>>>>>>
>>>>>> *From: *<vtigercrm-developers-bounces at lists.vtigercrm.com> on behalf
>>>>>> of Tony Sandman <tonysandman999 at gmail.com>
>>>>>> *Reply-To: *<vtigercrm-developers at lists.vtigercrm.com>
>>>>>> *Date: *Friday, June 29, 2018 at 12:16 AM
>>>>>> *To: *<vtigercrm-developers at lists.vtigercrm.com>
>>>>>> *Subject: *[Vtigercrm-developers] Default module == Role
>>>>>>
>>>>>>
>>>>>>
>>>>>> Gotta like 400 users with some different roles. Would love to load
>>>>>> various default modules
>>>>>>
>>>>>> depending on assigned role. Any idea how to do such a thing?
>>>>>>
>>>>>>
>>>>>>
>>>>>> Cheers
>>>>>>
>>>>>> Tony
>>>>>>
>>>>>>
>>>>>>
>>>>>> _______________________________________________
>>>>>> http://www.vtiger.com/
>>>>>>
>>>>>> _______________________________________________
>>>>>> http://www.vtiger.com/
>>>>>>
>>>>>
>>>>>
>>>> _______________________________________________
>>>> http://www.vtiger.com/
>>>
>>>
>>> _______________________________________________
>>> http://www.vtiger.com/
>>>
>>
>>
>> _______________________________________________
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>>
>
>
> _______________________________________________
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