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Author Topic: Allow a relationshipped contact to edit other relationshipped contacts  (Read 534 times)

leupi

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Allow a relationshipped contact to edit other relationshipped contacts
June 05, 2014, 06:28:45 am
I want to create a relationship along the lines of ‘Lead contact for’ and allow that individual to edit any contacts that are in the relationship ‘Employee of’ for the same organization. I see that I can allow the ‘Lead contact for’ person to edit the organization itself but I would like him to be able to edit the individual contacts in the ‘Employee of’ relationship for that organization. Is something like this possible?

joanne

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Re: Allow a relationshipped contact to edit other relationshipped contacts
June 05, 2014, 06:55:22 am
Something like this is coming in 4.5.   It is called second-degree relationship permissions. The explanatory text is
Quote
If enabled, contacts with the permission to edit a related contact will inherit that contact's permission to edit other related contacts.

However, it may not work if the linking contact is an organisation and 4.5 won't be ready for "a while".

leupi

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Re: Allow a relationshipped contact to edit other relationshipped contacts
June 05, 2014, 09:41:06 am
I just installed the Relationship Permissions as ACLs (https://civicrm.org/extensions/relationship-permissions-acls) extension. It soulds like this might do what I want. Having a bit of trouble seeing that it gave me any additional functionality though.

leupi

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Re: Allow a relationshipped contact to edit other relationshipped contacts
June 05, 2014, 11:00:21 am
I'm about halfway there. After enabling the extension and setting certain permissions for relationships the 'Lead contact' can now edit any of the 'Employees of' the appropriate organization. One issue that I'm having is I need to set the Drupal permission 'CiviCRM: view all contacts' for Authenticated Users'. I don't want them to be able to view all contacts.

Is there a way to only allow individuals to view contacts on which they have edit rights? Perhaps in the ACL rules? The ACLs only seem to work on Groups and that doesn't seem to do what I need.
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  • CiviCRM Community Forums (archive) »
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  • Allow a relationshipped contact to edit other relationshipped contacts

This forum was archived on 2017-11-26.