Private access to record in module (limiting access for single user or groups)

  • laravel-bap
    Keymaster
      # 5 months ago

      Question: Can I also decide to show agents only their clients and their orders?

      Yes, You can:

      1. Set Orders and Contacts as private access module.
      Set entity private access in configuration

      2. Set User access only to assigned records
      User access  to assigned records

      3. Set Assigned To field to user or group.
      User limited access to  assigned recordsWhat else You can do:

      Override this for a specific user (Example Admin should have access to all records) – You can set this in user edit. Set access to all records for this user.

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