tanmoyrock 2 Posted December 7, 2021 Report Share Posted December 7, 2021 Hi, I want to create a role for some particular users who are out side of my organization, but their inputs are required for my organization, so I need to hide some inputs, menus etc. 1. Hide some modules, Only the allowed modules should be visible to them 2. Contacts - They should be able to create new contacts, but existing contacts ( which are not assigned to them) should not be visible. 3. In some modules, some fields should be public, some fields I want to be hidden from them. With the help of role, group etc How can I create such a user profile? Anybody if guide me step by step that will be a great community help. Thanks. Cheers X2CRM. 😊 Quote Link to post Share on other sites
jack 29 Posted December 7, 2021 Report Share Posted December 7, 2021 Hi Tanmoyrock, You can give these users a role then set it in admin "index.php/admin/editRoleAccess" which lets you set the record access, field access can be set from "index.php/admin/manageRoles" more options can also be found in the "User Management" on the admin page. -Jack 1 1 Quote Link to post Share on other sites
tanmoyrock 2 Posted December 9, 2021 Author Report Share Posted December 9, 2021 On 12/8/2021 at 4:47 AM, jack said: Hi Tanmoyrock, You can give these users a role then set it in admin "index.php/admin/editRoleAccess" which lets you set the record access, field access can be set from "index.php/admin/manageRoles" more options can also be found in the "User Management" on the admin page. -Jack Thanks for the reply Jack. But How can I hide a specific module from a user group. Say I have 05 board members, who can see all modules : contact, accounts etc, but ten again apart from these 05 members there are 20 members, who are not part of board. I dont want to show them all the modules. How to hide the modules from them? Quote Link to post Share on other sites
jack 29 Posted December 9, 2021 Report Share Posted December 9, 2021 Set the 20 people role to not be able to view the model in "index.php/admin/editRoleAccess" Quote Link to post Share on other sites
tanmoyrock 2 Posted December 17, 2021 Author Report Share Posted December 17, 2021 On 12/10/2021 at 1:09 AM, jack said: Set the 20 people role to not be able to view the model in "index.php/admin/editRoleAccess" Hi Jack, I understand what you are suggesting. I have made a role with no view / no update access. But still the menu & hyperlink is visible to them, & they can view the entries under the modules. I have attached both the screenshot of menu item & inside items (both of them have no access for viewing/ deleting/ updating as per the role is concerned). Quote Link to post Share on other sites
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