The users need to see all accounts but not have the ability to creating new records. Is there a setting I'm missing? It doesn't seem possible to do in roles.
The users need to see all accounts but not have the ability to creating new records. Is there a setting I'm missing? It doesn't seem possible to do in roles.
John,
In Role Management, you will want to create a new Role and set the "Edit" column to "None" for Accounts. You can refer to this document for assistance.
Hope this helps,
Lori
hi ,
If we try to restrict create using Role Management so it will restrict both edit as well as create. So better is that we should restrict account creation throught override the CurrentUserAPI.
-BPATEL
Hello John Harr,
I hope you doing good.
I have override the CurrentUserApi.Follow the below steps.
1. /<projectname>/clients/base/api/CurrentUserApi.php To/<projectname>/custom/clients/base/api/CustomCurrentUserApi.php
2. Add below code in the file CustomCurrentUserApi.php
<?php
if(!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');
require_once("clients/base/api/CurrentUserApi.php");
class CustomCurrentUserApi extends CurrentUserApi
{
public function registerApiRest()
{
return parent::registerApiRest();
}
public function retrieveCurrentUser($api, $args)
{
$result = parent::retrieveCurrentUser($api, $args);
$result['current_user']['acl']['Accounts']['create'] = 'no';
return $result;
}
}
3. Do Quick Repair and Rebuild.
Hope it will help you.
Let me know if you need more help.
-BPATEL
Thank you! I figured it was something simple I was overlooking.
Great! This will be helpful for times that I have a customer needing to restrict Create but still allow users to Edit.