Restricing user views

jwellaroz · June 4, 2014, 2:06am

I want to achieve the following:

Restrict a user to only working with support tickets for a specific customer group.

The customer structure is a bit complex.

Level 1 - head office. 1 Group record
Level 2 - regional office. 12 Group records
Level 3 branch offices 5-7 Customer records per region

I set up a special user for this
Setup a specific role for this function
In permissions manager I setup a record for support tickets for this role

What I cannot setup is a User Permission Restrictions record

Is there a way to achieve what I want todo.

Thanks for your help
John

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rmehta · June 4, 2014, 5:03am

John,

We are releasing an update later today that will enable you to do this.

Add a Custom Field of type Link for “Customer Group”
Check “Apply User Permissions” for Support Ticket
Add user restrictions for Customer Group - they will apply in all records that are linked to Customer Group.

On 04-Jun-2014, at 7:36 am, John Wellar jw...@gmail.com wrote:

I want to achieve the following:

Restrict a user to only working with support tickets for a specific customer group.

The customer structure is a bit complex.

Level 1 - head office. 1 Group record
Level 2 - regional office. 12 Group records
Level 3 branch offices 5-7 Customer records per region

I set up a special user for this

Setup a specific role for this function

In permissions manager I setup a record for support tickets for this role

What I cannot setup is a User Permission Restrictions record

Is there a way to achieve what I want todo.

Thanks for your help
John

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jwellaroz · June 4, 2014, 5:14am

Great,will forward to hearing when installed.
John

On 04/06/2014 3:03 PM, "Rushabh Mehta" <rm...@gmail.com> wrote:

John,

We are releasing an update later today that will enable you to do this.

1. Add a Custom Field of type Link for "Customer Group"
2. Check "Apply User Permissions" for Support Ticket
3. Add user restrictions for Customer Group - they will apply in all records that are linked to Customer Group.

On 04-Jun-2014, at 7:36 am, John Wellar <jw...@gmail.com> wrote:

> I want to achieve the following:
>
> Restrict a user to only working with support tickets for a specific customer group.
>
> The customer structure is a bit complex.
>
> Level 1 - head office. 1 Group record
> Level 2 - regional office. 12 Group records
> Level 3 branch offices 5-7 Customer records per region
>
>
> 1. I set up a special user for this
> 2. Setup a specific role for this function
> 3. In permissions manager I setup a record for support tickets for this role
>
> What I cannot setup is a User Permission Restrictions record
>
> Is there a way to achieve what I want todo.
>
> Thanks for your help
> John
>
> --
> You received this message because you are subscribed to the Google Groups "ERPNext User's Forum" group.
> To unsubscribe from this group and stop receiving emails from it, send an email to erpnext-user-forum+un...@googlegroups.com.
> To view this discussion on the web visit https://groups.google.com/d/msgid/erpnext-user-forum/4a6fe047-ab75-44bb-99b5-d9e473e89525%40googlegroups.com.

> For more options, visit https://groups.google.com/d/optout.

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fevarghese · June 4, 2014, 7:24pm

Looking forward to this as well.

I was reading the guide (https://www.erpnext.com/user-guide/setting-up/setting-up-permissions) and was wondering if I had lost my mind because I couldn't see this in permissions manager. Glad to see I haven't lost my mind......yet.

On Wednesday, June 4, 2014 10:44:48 AM UTC+5:30, John Wellar wrote:

Great,will forward to hearing when installed.
John

On 04/06/2014 3:03 PM, "Rushabh Mehta" <rm...@gmail.com> wrote:
John,

We are releasing an update later today that will enable you to do this.

1. Add a Custom Field of type Link for "Customer Group"
2. Check "Apply User Permissions" for Support Ticket
3. Add user restrictions for Customer Group - they will apply in all records that are linked to Customer Group.

On 04-Jun-2014, at 7:36 am, John Wellar <jw...@gmail.com> wrote:

> I want to achieve the following:
>
> Restrict a user to only working with support tickets for a specific customer group.
>
> The customer structure is a bit complex.
>
> Level 1 - head office. 1 Group record
> Level 2 - regional office. 12 Group records
> Level 3 branch offices 5-7 Customer records per region
>
>
> 1. I set up a special user for this
> 2. Setup a specific role for this function
> 3. In permissions manager I setup a record for support tickets for this role
>
> What I cannot setup is a User Permission Restrictions record
>
> Is there a way to achieve what I want todo.
>
> Thanks for your help
> John
>
> --
> You received this message because you are subscribed to the Google Groups "ERPNext User's Forum" group.
> To unsubscribe from this group and stop receiving emails from it, send an email to erpnext-user-forum+un...@googlegroups.com.
> To view this discussion on the web visit https://groups.google.com/d/msgid/erpnext-user-forum/4a6fe047-ab75-44bb-99b5-d9e473e89525%40googlegroups.com.

> For more options, visit https://groups.google.com/d/optout.

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rmehta · June 5, 2014, 3:00am

Thanks for reminding - the Permission Manager is dated - will update this soon.

On 05-Jun-2014, at 12:54 am, mike <fe...@gmail.com> wrote:

Looking forward to this as well.

I was reading the guide (https://www.erpnext.com/user-guide/setting-up/setting-up-permissions) and was wondering if I had lost my mind because I couldn't see this in permissions manager. Glad to see I haven't lost my mind......yet.

On Wednesday, June 4, 2014 10:44:48 AM UTC+5:30, John Wellar wrote:
Great,will forward to hearing when installed.
John

On 04/06/2014 3:03 PM, "Rushabh Mehta" <rm...@gmail.com> wrote:
John,

We are releasing an update later today that will enable you to do this.

1. Add a Custom Field of type Link for "Customer Group"
2. Check "Apply User Permissions" for Support Ticket
3. Add user restrictions for Customer Group - they will apply in all records that are linked to Customer Group.

On 04-Jun-2014, at 7:36 am, John Wellar <jw...@gmail.com> wrote:

> I want to achieve the following:
>
> Restrict a user to only working with support tickets for a specific customer group.
>
> The customer structure is a bit complex.
>
> Level 1 - head office. 1 Group record
> Level 2 - regional office. 12 Group records
> Level 3 branch offices 5-7 Customer records per region
>
>
> 1. I set up a special user for this
> 2. Setup a specific role for this function
> 3. In permissions manager I setup a record for support tickets for this role
>
> What I cannot setup is a User Permission Restrictions record
>
> Is there a way to achieve what I want todo.
>
> Thanks for your help
> John
>
> --
> You received this message because you are subscribed to the Google Groups "ERPNext User's Forum" group.
> To unsubscribe from this group and stop receiving emails from it, send an email to erpnext-user-forum+un...@googlegroups.com.
> To view this discussion on the web visit https://groups.google.com/d/msgid/erpnext-user-forum/4a6fe047-ab75-44bb-99b5-d9e473e89525%40googlegroups.com.

> For more options, visit https://groups.google.com/d/optout.

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