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  • suiteCRM____Admin

    1. Individual users只能set up自己的个人账号,admin可以从User Management为其他用户set up个人账号(右上角下拉菜单中选Admin)

    2. Securitly Groups:define groups of users with particular access rights defined by the roles attached to the group

    Roles: define access rights

    3. setting up groups步骤

    a) create group + add users to the group

    b) create a role to each group (set access level) from Role Management ==>Create Role

    c) add the group to record (Mass Assign)

    4. 在create role的过程中,chilck on column heading可以编辑一整列的权限,其中:

    Access可选择 enabled与disabled

    Delete/Edit/Export/Import/List/Mass Update/View可选择group、owner与none

    group: access to all records assigned to member of the same group

    owner: access only to their own records

    none: not have access

    5. Security Suite Settings

    additive rights与strict rights个人理解为对具有多重身份的用户的处理,前者选取不同身份中所获得的最高权限,后者的权限由最近assign的group决定(If a user is a member of several groups only the respective rights from the group assigned to the current record are used)

    User Role Precedence: If any role is assigned directly to a user that role should take precedence over any group roles.

    Filter User List: Non-admin users can only assign records to users who are in the same group(s).

    出现的问题

    1)cases的权限打开了,但create cases的时候在搜索account name的时候显示没有权限

    解决方法:同时打开account的权限

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  • 原文地址:https://www.cnblogs.com/eleni/p/14334346.html
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