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Special Authorizations for Partner Functions

Hi All,

I have the following requirement:

In our CRM implementation, we are using sales team members (i.e. users having a partner function in sales documents) largely for information purposes only, i.e. from an authorization perspective it is only checked whether or not a user has a partner function but not which one specifically.

Now, there is one exception to this rule and that is the partner function "Employee Responsible". The requirement is that only a user having this very partner function in a sales document should be able to change the Employee Responsible for the sales document while all other users having just any other partner function for the same document should be authorized to change all other partner functions.

It's a bit hard to explain, here is an example:

Say you have a quotation document with the following "parties invloved":

John -> Employee Responsible

Mike -> Sales Manager

David -> Some other Partner Function

All three (John, MIke and David) should be able to add new/change "parties involved".

BUT ONLY John should be able to change the "Employee Responsible"

Someone has any idea on this? I will reward points for helpful answers

Thanks in advance

Alex

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1 Answer

  • Posted on Jun 18, 2008 at 02:37 PM

    Hello Alexander,

    I guess CRM profile customization doesn't go to that deep level. Currently i don't see any other possibility (maybe, the audience can correct me) than modifying corresponding GET_I* methods of the attributes which you would like to disable and check for the user role there and disable the field accordingly. For this you need to know the component, view name, context node name, fields names and change it via EEWB.

    Best Regards,

    Yevgen

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