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[SOLVED] info role and security


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#1 netmax

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Posted 11 May 2016 - 09:13 AM

Hello everyone,i do not know x2crm and I'm finding problems in the configuration of roles, the situation is this :

I have two roles "manager" and two roles "agents" one for each manager, I should set up the system so that the manager sees the data of his agent (contacts) but not must to see the data of the other manager and his agent

 

Can someone help me?

 

thank's

max



#2 netmax

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Posted 12 May 2016 - 01:03 AM

there is nobody who can help me out?



#3 X2Jake

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Posted 12 May 2016 - 10:38 AM

Hi Netmax,

 

You can do this by setting the default visibility on data to "User's Groups" and put the Agent/Manager pairs into different groups. This will make it so that users can only see data of people they are in a group with. 

 

You can change the visibility on a per-module basis from the Field Editor in the admin tab.

 

Jake


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#4 netmax

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Posted 12 May 2016 - 12:38 PM

thank's jake great!!!

 

I worked with the configuration as you suggested and now it works





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