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How can we block users from creating records with the Accounts module? 

John Harr

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.

Parents
  • 0

    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 Arce

  • 0 in reply to Lori Fuller

    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

Reply
  • 0 in reply to Lori Fuller

    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

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