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

–
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.

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

–
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.

–
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/8F823893-0AE7-4D9F-AD2D-61A42DE6B693%40gmail.com.
For more options, visit https://groups.google.com/d/optout.

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.

–

You received this message because you are subscribed to a topic in the Google Groups "ERPNext User's Forum" group.

To unsubscribe from this topic, visit https://groups.google.com/d/topic/erpnext-user-forum/IoNSu7ypDeU/unsubscribe.

To unsubscribe from this group and all its topics, 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/8F823893-0AE7-4D9F-AD2D-61A42DE6B693%40gmail.com.

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

–

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/CAAxHS8VRCVn%3D7BzxPxCvoW2A-sQEzy3RKTTkdb7mCzMGTNosow%40mail.gmail.com.

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

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.

–

You received this message because you are subscribed to a topic in the Google Groups “ERPNext User’s Forum” group.

To unsubscribe from this topic, visit https://groups.google.com/d/topic/erpnext-user-forum/IoNSu7ypDeU/unsubscribe.

To unsubscribe from this group and all its topics, 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/8F823893-0AE7-4D9F-AD2D-61A42DE6B693%40gmail.com.

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

–

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/62f69887-79a7-444d-bc53-2335a60c9b19%40googlegroups.com.

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

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.

–

You received this message because you are subscribed to a topic in the Google Groups “ERPNext User’s Forum” group.

To unsubscribe from this topic, visit https://groups.google.com/d/topic/erpnext-user-forum/IoNSu7ypDeU/unsubscribe.

To unsubscribe from this group and all its topics, 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/8F823893-0AE7-4D9F-AD2D-61A42DE6B693%40gmail.com.

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

–

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/62f69887-79a7-444d-bc53-2335a60c9b19%40googlegroups.com.

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

–

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/ACF5729E-9665-41F3-9B80-28E6F3ED38C5%40gmail.com.

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