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[SOLVED] automatic ...
 
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[SOLVED] automatic user rights assigment following contract (or project) validity

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(@cpruvost)
Posts: 5
Active Member
Topic starter
 
[#7727]

Dear community,

I would like to know if it would be anyhow possible :
- to allow the users who are contacts for a customer to create ticket only if a given contract (or project) with this customer is still open (and to disable ticketing from the users if the contract is closed).
OR
- to set automatically the users who are contacts for a customer as closed if a given contract with this customer is closed.

Many thanks for your input !


 
Posted : 31 Aug 2021 16H39
(@marylene)
Posts: 592
Member Admin
 

Hello

yes it is possible, depending on their rights assigned to the project it should be sufficient.

In fact, user rights are assigned by project.
You do one project per client, when the contract is completed you close the project in question and the contacts, users, resources linked to this project will no longer have access to the data even if they retain the right of entry to your session.


 
Posted : 01 Sep 2021 14H49
(@babynus)
Posts: 14952
Member Admin
 

Hi,

No, there is no way to automatically manage rights depending on a contract.
You'll have to manually change rights (close allocations)


 
Posted : 01 Sep 2021 16H41
(@cpruvost)
Posts: 5
Active Member
Topic starter
 

I understand it is not possible as such, but I can create a project corresponding to the contract and close it when the contract is finished. At least it closes all the connected account linked in a go (if numerous).
I might use this, and create a project per product and a sub-project per contract.
Automation would be an interesting future feature though.

Many thanks !


 
Posted : 02 Sep 2021 11H17
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