The existing system is like a contact list sharing. The staff can create the customer detail in “Contact”. Then here have a small function that created by my colleague which is a listing function. For example, People A, B & C are in the list called “Christmas party”, I can add the people to the list while editing detail in “Contact”. So I can easily to know who invited to Christmas party when I click into the list and reuse it next time.
1. If the record owner in “Contact” is me, how can other people edit the record?
I have seen the role setting in here:https://oroinc.com/orocrm/doc/2.0/admin-guide/security/access-role-management#user-guide-user-management-permissions
But it is only mentioned it can access(view) but not edit?
The problems are:
2. The person in “Contact” now only can edit by the record owner. so other staff cannot add the person to their list by editing the person.
3. The list only can view by the owner but not other staff, can I share the permission to other staff?
I can assign roles to different people and solve the above problem if I have the admin in the system?
I remember there has a Role function in System menu when I am studying the guide.
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