[Vtigercrm-developers] Default module == Role

Chris Thompson cthompson at moderas.org
Sat Jun 30 04:36:40 GMT 2018


I misunderstood his question. 

Sent from my iPhone

> On Jun 29, 2018, at 10:47 PM, 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/
> 
> _______________________________________________
> http://www.vtiger.com/
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