I would like to restrict the visibility of other users (eg. within “assign to”/ “shared with” and mention-possibility within the comment section or in emails) to the members of a project. In best case I could set a hierarchy, like:
Project Manager: Can see/ mention/… all users part of this project and assign also new members from the ERPNext user list
Project Member: Can see/ mention/… only members of the project in context of a project. No new assignments/ shares possible
Guests: The customer is in addition limited to access only a few information (eg. attachements, comments) and no other information, in relation of the project.
Reason for this is, that I don’t want to know “Project Members” and “Guests” working on a specific project, which other users exist in ERPNext.
I selected the “if creator” to show specific projects that are assigned to the user but I see the user can not be able to edit or change the status of the project since it fields to become a view only not editable. How to resolve this?