Author Topic: Confidential Notes, Access By Role (Read 1580 times)

Colin Sagan · December 18, 2007, 06:47:05 pm

For sites collecting contributions along with more general contact management, it seems generally useful to have notes that are accessible to all users and notes that are only available to certain roles. The latter might contain info about high level donors, or just personal info that is not appropriate for an intern helping with data entry.

A checkbox on the note edit form would be sufficient, along with a permission.

Thanks,
Colin

Donald Lobo · December 18, 2007, 07:52:24 pm

I think you need to make the feature a bit more generic and potentially restrict it by "type". Thus objects like notes, relationships, contributions are potentially permissioned on type. Thus a volunteer can only see "general" notes and not more specific notes etc

Would be great if someone can start specing this out and a general permissioning model that could work for notes and other objects. Note that we are moving away from drupal permisisoning to generic ACL permissioning sometime in 2.x, so i would take that into account

lobo

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Author Topic: Confidential Notes, Access By Role (Read 1580 times)

Colin Sagan

Confidential Notes, Access By Role

Donald Lobo

Re: Confidential Notes, Access By Role