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Chris.Davies

Territory Read only access

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Is there a way to have a user who is in the UK Territory have only read access to Holland Territory (using the demo CRM) and not have the ability to insert anything when on a record that is part of the Holland Territory. The security profile I have created with users home territory having View, edit, and insert and then the Holland Territory with only View ticked.

With this is a user in the UK territory goes to a record in the Holland territory I.E Company, they can't edit the record but they can insert new people, opportunities and so on, as it creates the record with the UK Territory.

It would be nice to be able to hide the insert buttons for the Holland Territory without having to resort to scripts on each tab.

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  • 0 in reply to Bea_1

    I'm not sure on this one, using the standard functionality of CRM there isn't away that I can see to block this. 

    Taking it further though, might be possible with scripting - going out of my knowledge range here - but I can a logic of;

    Company Secterr = User.HomeTerritory = Allow creation
    Company.Secterr <> User.HomeTerritory = Can't Create

    There are a few gapping holes in this logic, as if a user is granted insert rights in multiple territories this script idea wouldn't see that, but at a basic level it could work. 

    Just need someone with script knowledge to try it out, just a simple idea of 'hidding the button' might do it. e.g. the following, just not sure how to make it use the above logic

    <SCRIPT>
    crm.ready(function()
    {
    if(crm("orde_synchstatus").value()!="linked")
    {
    crm.hideButton("newdoc.gif");
    }
    }
    )
    </SCRIPT>
  • 0 in reply to Matthew Shaw
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    Thank you very much for your  help.

    Bea

  • 0 in reply to Bea_1

    See new posting:

    You should be able to do this quite easily within the security profiles.

    First create a new Security Profile (UK and Holland), set all the rights for home territory as normal but then add Holland as an additional territory and only set Read against all the entities.

    Just set the UK user up with their home territory set as UK and this 'UK and Holland' security profile. Allows them all the add rights for UK but ReadOnly for Holland....

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