[Vtigercrm-developers] Possible to limit the access to a record based on the record settings? 😅

[socialboostdk]

Hi Sutharsan,

Thank you for your input!

I can combine groups and sharing-rules, but would it be possible to make a
record available to certain user groups/profiles?

Ie. I need to configure what users to see it *on the record -* not for the
group.

So my example would be that I have some users working in department A, B,
and/or C. And i want to make records available for those departments.

Does the example make sense?

:) Chris


On Mon, 26 Jun 2023 at 16:34, Sutharsan J <ajstharsan at gmail.com> wrote:

> Hi Chris
>
> Basically Groups should work with a combination of sharing rules, if you
> have limitations of using Assigned to field to GROUPS only.
>
>
> Thanks
> Sutharsan Jeganathan
>
> On Mon, Jun 26, 2023 at 6:54 PM socialboostdk <socialboostdk at gmail.com>
> wrote:
>
>> Hi there,
>>
>> I have found something that I thought was relatively easy, but perhaps is
>> not 😨
>>
>> Is there any way to limit the access to a record based on the record
>> settings?
>>
>> The customer use case is this:
>>
>>    - They have colleagues working in different departments of their
>>    business. Lets call them Nike, Adidas, and Converse.
>>    - A user working in Nike is allowed to see all "Nike"-related
>>    Contacts, and a user working in Adidas is allowed to see all
>>    "Adidas"-related contacts, etc.
>>    - There are also users allowed to se a combination, ie Adidas + Nike
>>    or Converse + Nike, etc.
>>    - The contacts would perhaps have a multi-select with "Nike,
>>    Converse" etc in them. This could also be another field/solution.
>>
>>
>> How would you configure this? Is it even possible?
>>
>> I know sharing-rules, but those (as I see it) only allows me to use
>> assigned-to field as the parameter, nothing else. So how would I make a
>> Contact that can be accessed by users using either Nike or Converse?
>>
>> And/or Are there alternative solutions for this use-case?
>>
>> Thank you for any input 😅
>>
>> Cheers,
>> Chris
>> _______________________________________________
>> http://www.vtiger.com/
>
>
>
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