Role Permissions and User Permissions are great, but I can’t figure out how to mix them.
Let’s take the Sales Order
for example, and we have 3 Roles: Sales Manager, Sales User, and Field Agent.
Then we have Territory
as a (restrictor) or controller field to use on User Permissions.
The challenge here is that if I used User Permissions, then ALL Sales Orders that don’t belong to the same Territory
will be completely hidden.
My optimal output would be to allow the Sales User to READ/SELECT ALL Sales Orders, BUT WRITE/EDIT only the same Territory
, and use the rest of Role Permissions capabilities like Perm Level and so on.
Sales Managers will have permissions on all Sales Orders
Sales Users will have DELETE IF CREATOR
, CREATE, READ and WRITE IF SAME TERRITORY
Field Agent will have down to Perm Level options across all Sales Order, and another set of options on the same Territory
Doable out-of-the-box?
Another minor question: what is Select
in the Role Permissions? How is it different from Read?