Improve access rights, when access to employee cards is closed, see the list of employees in the Responsible field

Good afternoon. You can't do that, you can either see it everywhere or not see it anywhere. I can offer to approach from the other side: in the contact card, hide some block for users of the specified role (or show it only to the owner of the card + administrators), for example. Specify which specific block and why you need to hide (with a link to the contact), then it will be possible to say something more specific.

[quote] OneBox production Premium partner clack clack wrote: Good afternoon. You can't do that, you can either see it everywhere or not see it anywhere. I can offer to approach from the other side: in the contact card, hide some block for users of the specified role (or show it only to the owner of the card + administrators), for example. Specify which specific block and why you need to hide (with a link to the contact), then it will be possible to say something more specific. [/quote] That's what I assumed In the employee card, you need to display the Contacts field only for the employee himself (that is, the contact from the card)

We can make it for the entire universal block so that it is shown only if the admin or the owner of the card is viewing it, as a setting in the block. In this case, you will have to put the desired field in a separate block. Takes about an hour to finish. Bill?

I already wanted to write that your option is suitable, but there is a problem. So I gave an employee https://crm.hlr.ua/admin/shop/users/68382/ access to all groups http://joxi.ru/ZrJKbeyTbRDMMm, as well as access by permission level to the Employee Level [file]7913[ /file] , here are the other accesses to contacts [file]7914[/file] , and I still don’t see anyone except myself http://joxi.ru/L21BNWbHznaaEA, and I can’t assign a task to anyone [file]7915[ /file] , I do not see employees until I open access by Employee http://joxi.ru/vAW8dlZTBaly9r. And if I open the entire access menu for an employee, I see all absolutely contacts and all the information on them, although this info should not be available to me, that is, I can only open employee cards (excluding their clients) by ticking the boxes View for each employee http: / /joxi.ru/DrlWGzVuG5x89A, but given the number of employees (270 people), this is very inconvenient, help resolve this issue. In total, according to our TOR, you need to set up the employee's rights so that he has the opportunity to select an employee as responsible, write him a letter, add him in the process comment block, have access to the responsible field in the bulk panel, have access to the field with the Contact List type (if it is employee group), while he can see the cards of all employees of the company, but certain fields in the employee card should be available only to the employee himself and admins

[quote] Shatokhina Irina wrote: And if I open the entire access menu for an employee, I see all absolutely contacts and all the information on them, although this info should not be available to me, that is, I can only open employee cards (excluding their clients) by ticking the boxes View for each employee http: / /joxi.ru/DrlWGzVuG5x89A, but given the number of employees (270 people), this is very inconvenient, help resolve this issue. [/quote] You make a role in which you tick all employees once, then you hang this role on everyone. Access rights by role will be taken into account for each employee

[quote] . OneBox production wrote: You make a role in which you tick all employees once, then you hang this role on everyone. Access rights by role will be taken into account for each employee [/quote] considered, but not suitable, first of all, the company’s management fundamentally does not like the presence of an additional role in the card, in addition, we have many process settings tied to the Role field, and if there are several roles in the card, you will have to change the settings Can we refine here [file]7929[/file] the general setting to open access to View all employees (equivalent to the checkbox [file]7930[/file] but for all at once)? plus, we will finalize your version of the universal block: We can make it for the entire universal block so that it is shown only if the admin or card owner is viewing it, as a setting in the block. In this case, you will have to put the desired field in a separate block. Takes about an hour to finish.

1. We can make a setting so that you can view the cards of all managers and admins. Takes 2h 2. Setting up the block will take 1 hour bill.

[quote] OneBox production wrote: 1. We can make a setting so that you can view the cards of all managers and admins. Takes 2h [/quote] just in case, when this checkbox is enabled, access to clients of other employees, processes, etc. should be closed [quote] OneBox production wrote: 2. Setting up the block will take 1 hour [/quote] If everything is correct, then we start 3 hours of work from the account of paid hours, project https://crm.hlr.ua/

[quote] Shatokhina Irina wrote: just in case, when this checkbox is enabled, access to clients of other employees, processes, etc. should be closed [/quote] yes, there will be only view access for all users with the "employee" level

Tell me, is it up and running?

Good day. Tell me, is it a work in progress?

Answer, please, I don’t understand whether the task has been taken into work, or not?

[quote] Maria OneBox production wrote: in the universal block checkbox "Display block only for administrators and cardholders" [/quote] Maria, everything is fine here. [quote] Maria OneBox production wrote: Permissions to view the card: Contacts->View employee cards [/quote] and here we are still checking, I will unsubscribe additionally

By access rights it is set to the role https://crm.hlr.ua/admin/role/139/acl/ and issued to the employee https://crm.hlr.ua/admin/shop/users/68382/ But at the same time, under the rights of this employee, I do not see cards of other employees, I see only http://joxi.ru/KAxk3Y9cvLDlw2, and there are 240 of them Also, when searching globally, I can’t find anyone [file]8485[/file] please check

Good afternoon. please reply to the above comments

[quote] Shatokhina Irina wrote: Good afternoon. please reply to the above comments [/quote] Good afternoon try it now

everything is fine now, thanks

Good afternoon. There was a problem after editing. Managers each have access only to their clients (the client where he is a manager or in the communication field), respectively, when writing a letter from the process from the comments block in the email selection line, they displayed only their contact list, and now all clients are displayed [file]8786[/file] This is under the rights of an employee https://crm.hlr.ua/admin/shop/users/68382/ (any manager has such rights), this employee does not have his own clients at all, but he sees all process on which you can check https://crm.hlr.ua/admin/customorder/rutinnie-prodazhi/3351243/edit/ Please return as it was, the employee can see here only his clients and all employees of the company Thanks

Good afternoon You have the setting "Do not check access rights when searching for an email recipient" because of which the user may see all [file]8787[/file] Is this problem with the visibility of contacts only in this field or is it repeated somewhere else?

[quote] Maria OneBox production wrote: Good afternoon You have the setting "Do not check access rights when searching for an email recipient" because of which the user may see all [file]8787[/file] Is this problem with the visibility of contacts only in this field or is it repeated somewhere else? [/quote] You are right, the reason is in this checkbox. Thanks