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User Management - Role restrictions not enforced :(


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I am trying to make new users with restricted views and it does not seem to be working.

The most important things are for people to only see records assigned to them and they can clearly see all records in the system.

 

Any help or insight would be great :)

 

*I tested the same things on your trial server and it seems to have the same issue -

 

Thanks in advance.  

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I am trying to make new users with restricted views and it does not seem to be working.

The most important things are for people to only see records assigned to them and they can clearly see all records in the system.

 

Any help or insight would be great :)

 

*I tested the same things on your trial server and it seems to have the same issue -

 

Thanks in advance.  

 

 

Can you explain in detail? 

 

Second, plz check if the record is in public Visibility. change it to private as default. 

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1) Thank you - setting records as private solved one of the issues :)

 

2) there is still an issue that  even after setting that a user can only see Contacts that used can still see all the other tabs and some info like 

 

 

Other users in the system:

post-11142-0-54732300-1499723369_thumb.jpg

 

Marketing Campaigns:

post-11142-0-84228600-1499723364_thumb.jpg

 

Here are my settings:

post-11142-0-73260800-1499723360_thumb.jpg

 

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1) Thank you - setting records as private solved one of the issues :)

 

2) there is still an issue that  even after setting that a user can only see Contacts that used can still see all the other tabs and some info like 

 

 

Other users in the system:

attachicon.gifrole 3.JPG

 

Marketing Campaigns:

 

Here are my settings:

 

 

Other users in the system:  

Yes, Other user still can see it. I don't have solution. As I already check your snapshoot, I can confirm you already make the right role permission. 

 

Marketing Campaigns:

Just make visibility value as private status.

 

Here are my settings:

This part you are in the right way, just make all of record permission to only assigned status.  

 

 

I guess, you want to use this system in multiple company? don't want they know each other, right now I don't find a good solution, Need Raymond's help.  ;) 

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Once more - Thank you for the help with the "Marketing Campaigns:" tip :)

 

I will put a feature request to about the hiding the other users from one another. 

 

Yes, I am trying to put multiple companies as users under the same CRM install. if it doesn't work I may need to resort to having multiple installs of the CRM on my server and that is not ideal.  

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