Aleksandr Davydov

CRM Field-level permissions how it works

This is the article about features of the module CRM Field-level permissions. We show how the module works.

Goto “Settings” - Module settings - “INTERVOLGA Field-level permissions”

module settings

Choose feature “Permission settings” and correct CRM Entity.

For example we chose “CRM Deal: General”

You may find all deal stages in the configuration table.

deal stages and settings

Our test user: alpha@demo.com. It is a member of the “Intervolga Demo Group”.

user groups and settings

We try to add a Forbidden access to field Client for stage New for that group.

1. Try to turn off all groups.

forbidden for all groups

Result:

user can not view forbidden fields

by the way, admin can see them all

admin can view all fields

2. Add a group “Employees” for “View”

grant access for the view

Result:

user can view this field in crm

But we can not edit this field:

user can not edit this field

3. Add a group “Intervolga Demo Group” for Edit.

grant all permissions for user group

Result: we can edit a contact in this deal.

user can edit the information

Other entities have the same settings.

  • 23.03.2021