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Author Topic: Understanding CRM-2963  (Read 2585 times)

jhedstrom

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Understanding CRM-2963
September 15, 2008, 01:32:58 pm
Greetings,

I am building a site that plans to take advantage of the permissioning of relationships between contacts. From what I can tell

http://issues.civicrm.org/jira/browse/CRM-2963

is implemented in the beta, but user A, while able to /view/ a user B for which he is permissioned, is seemingly unable to edit or alter user B in anyway. I'm wondering if it's possible this patch isn't fully implemented, or if I'm missing some obvious permission issue somewhere.

Thanks,

Jonathan

Dave Greenberg

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Re: Understanding CRM-2963
September 15, 2008, 04:29:10 pm
The link for editing "user B" is displayed in "user A" Contact Dashboard.

I've given the public demo user (Janet Demouser) a permissioned relationship with an organization (Magic Bus) on the demo. If you login to:

http://drupal.demo.civicrm.org (user = demo, pw = demo)

.... and then go to the Contact Dashboard

http://drupal.demo.civicrm.org/civicrm/user?reset=1

You'll see a section at the bottom listing My Contacts / Organizations - with a link to an Edit form.

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thebenedict

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Re: Understanding CRM-2963
September 17, 2008, 06:54:39 am
Dave's link isn't working for me but I've just managed to install 2.1 - this seems like a great feature and I'm excited about playing around with the new version. Is it possible to use the permissioned relationship to edit fields outside of the hard-coded form linked to from the dashboard? In particular, can a permissioned user edit custom fields for an organization?
Cheers,
Michael

Deepak Srivastava

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Re: Understanding CRM-2963
September 17, 2008, 07:41:50 am
Currently (and as per spec) permissioned user can only edit - name+phone+email+location fields, via edit link visible on user's dashboard.
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thebenedict

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Re: Understanding CRM-2963
September 17, 2008, 10:25:18 am
Thanks for the reply Deepak. I chatted w/ Lobo today on irc and he said this feature (using profiles for permissioned user updates of org. info)  will eventually be implemented.

Funding development sooner would be roughly $3-5k. If anyone else is interested feel free to respond here or PM me.
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  • Understanding CRM-2963

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