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Forums OroCRM OroCRM – How do I? Questions Owner of the contact in OROCRM

This topic contains 1 reply, has 2 voices, and was last updated by Andrey Yatsenko Andrey Yatsenko 8 months, 1 week ago.

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  • #37325

    kingsley.szeto
    Participant

    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.
    https://oroinc.com/orocrm/doc/2.0/admin-guide/security/access-management-roles-actions

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  • #37347
    Andrey Yatsenko
    Andrey Yatsenko
    Moderator

    Hi kingsley.szeto,

    1) First of all you need to find what roles are assigned to user, you wan’t to grant the Contact Edit permission.

    2) Then go to System/ User Management/ Roles, section,
    3) Select the role you found before and go to the Edit page.
    4) Then at the Entity tab you will find the Contact entity. For the entity you can edit separately all the permissions, for example you can set Edit for Contact to Business Unit, so users can edit all the Contacts created by other members in the same Business Unit.
    5) After configuring permissions don’t forget to Save it.

    Best regards.

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