Yetiforcecrm: Can we restrict the records to be shown only to the assigned to users - yetiforce

Created on 21 Aug 2018 · 4Comments · Source: YetiForceCompany/YetiForceCRM

Hello
Good time,
Is there any way across the CRM to set restriction for users to view and access only the records which they are assigned to ?

"Yetiforce version 4.3.0"

Thanks and Best Regards

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mjapple

Most helpful comment

@mjapple you can make records private instead public.
Check here:
https://gitdeveloper.yetiforce.com/index.php?module=SharingAccess&parent=Settings&view=Index&block=1&fieldid=5

vovpff on 21 Aug 2018

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All 4 comments

@mjapple you can make records private instead public.
Check here:
https://gitdeveloper.yetiforce.com/index.php?module=SharingAccess&parent=Settings&view=Index&block=1&fieldid=5

vovpff on 21 Aug 2018

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@vovpff if i understand correctly each user put the record private and the admin can see that specific record?

for now , what i was trying to do was to put this code in class of each div
and put set the css style to > display: hidden; for each specific module and each specific user

in order to prevent user 3 not to see the records which are made by user1 or user2
in layout files I limited users like this

it will be something like

and in a css file i hide it .SSalesProcessesUSER1 {display:none !important;} .SSalesProcessesUSER2 {display:none !important;}
only if they know how to read the source code they can access to the data.

mjapple on 21 Aug 2018

@mjapple your hardcoded solution not flexible and after every update you need to patch you system. Let's try to use built-in features.

vovpff on 22 Aug 2018

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You set up by the user role. For example, Level 3 staff can't review any other level 3 staff, Level 2 can view Level 3 staff and themselves but level can't view other level 2 for example.

You want this one: https://gitdeveloper.yetiforce.com/index.php?module=Roles&parent=Settings&view=Index&block=1&fieldid=2

For example look under the setting:
https://gitdeveloper.yetiforce.com/index.php?module=Roles&parent=Settings&view=Edit&parent_roleid=H14

You want to play with these setting
Should the list of records, related to the records we can access, be shared:
Should the preview of records, related to the records we can access, be shared:
Permissions for the related records are field-based:
Should the edition of records (that we do not own), related to our records, be enabled:
Whether or not browsing other users' graphical calendars is possible: