[Vtigercrm-developers] Assign record to a User and a Group simultaneously

[Martin Allen]

I think it is possible to achieve what you want using the existing
functionality - but it would require lots of branch specific users / roles
etc to do so. (and some good Administrators to maintain it!)

I would create branch specific Roles, for each of the branch Users. Each
head office User, also has a branch specific User (one for each branch, as
well as their main User). Each Head Office User also has a group
(containing their main User and all their branch specific Users) and then
sharing access custom privileges that gives access to records assigned to
any member of that group to all the other members of that same group.
Then for each branch specific head office User, a customer privilege
sharing access rule that gives permission to access for all other roles of
that same branch.

As the number of Roles / Users / Branches increases it exponentially gets
worse to administer, but it's certainly possible

;)

Martin Allen


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On Fri, 11 Dec 2020 at 03:10, Tony Sandman <tonysandman999 at gmail.com> wrote:

>  Multi User Assignment has two major disadvantages:
>
> 1. It dont delete groups automatically when no records are assigned to a
> group (it could allow for a lot of mess within groups - but that depending
> on scenario)
> 2. Dont respect profile settings:
> a) users can see all other users even if their profile does not allow that
> b) disabling module in profile settings does not bring any effect. Still
> accessible for users
>
> There is another vte extension called Advanced Custom field which allows
> for additional "assigned to" fields, however it has nothing to do with
> access privileges
>
> vte - sorry guys for comment, but it may safe hassle for developers and
> their clients
>
> On Wed, Sep 27, 2017 at 2:09 AM Oleg Antonov <oleg.a at pinstudio.ru> wrote:
>
>> Alexander, thank you for your answer, but It is not enough for my case.
>>
>> Maybe someone can help with other task. How one can make a report for all
>> records related to all groupmembers without listing then?
>> If there is condition like "asigned to" = "groupname", only records
>> assigned to the group itself are processed, but the ones related to group
>> members are not.
>>
>> El El mar, 12 sept 2017 a las 21:00, Alexander Allen Z <
>> alexander.allenz at gmail.com> escribió:
>>
>>> In first instance I think that to assing a record for user and group
>>> simultaneously is not possible because this information save on a crmentity
>>> wich has an owner id wich is one number.
>>>
>>> But you can achieve it givin speciall access for records based on roles.
>>>
>>> Alexander Allen
>>>
>>> 2017-09-12 10:58 GMT-06:00 Oleg Antonov <oleg.a at pinstudio.ru>:
>>>
>>>> Hi!
>>>>
>>>> Does anyone have situation were record must be assigned to a User and a
>>>> Group simultaneously? Any advise how to achieve it?
>>>>
>>>> My situation is here.
>>>> There is head company with few departments, for example Marketing,
>>>> Accounting and Management. And local offices with Sales managers. Local
>>>> offices can't see records of each other, head office can. Local offices
>>>> want to have ability to assign Customer to someone from head office, and
>>>> still have access to the record.
>>>> And management wants to have filters and reports related to each office
>>>> separately.
>>>>
>>>> --
>>>> Oleg Antonov
>>>> http://pinstudio.ru
>>>>
>>>> _______________________________________________
>>>> http://www.vtiger.com/
>>>>
>>>
>>> _______________________________________________
>>> http://www.vtiger.com/
>>
>> --
>> --
>> С уважением, руководитель веб-студии PIN
>> Антонов Олег.
>> +7-921-922-91-91
>>
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>
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