[Vtigercrm-developers] Does the "Reports To" field in users have any function?

[Alan Lord]

A couple of years ago I modified vtiger 7 for an American customer to do 
just this. We have a multi-select picklist in the User module called 
"Team Name" with lots of different "teams" in it. Each user can then 
belong to none, one or any number of Teams. (See attached). (No teams 
effectively = "all teams")

This is then used to control visibility/access of records. Before this 
it was really complicated as they had to have loads and loads of 
roles... And each time things changed it involved changing loads and 
loads of roles and each user individually. (They have over 800 users)

Al


On 02/11/2023 10:04, socialboostdk wrote:
> Hi Prasad, thank you for you answer!
> 
> Yes, ok, this was also my understanding. What if I wanted the "team 
> leader" to be able to view his subordinates records? And we assume that 
> there are multiple team leaders, but they are not allowed to see each 
> other or the other subordinates' records?
> 
> Thank you.
> 
> 
> On Thu, 2 Nov 2023 at 10:11, Prasad <prasad at vtiger.com 
> <mailto:prasad at vtiger.com>> wrote:
> 
>     ReportsTo helps in identifying a chain of reporting members (upwards
>     or downwards).
> 
>     Record access is controlled through Role hierarchy.
> 
>     Regards,
>     Prasad
> 
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