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Multiple team members on a project with different roles

  • 1.  Multiple team members on a project with different roles

    Posted 02-12-2019 07:31
    I have yet to figure out a solution to our dilemma. We have projects. We have team members. Depending on the project, members will have a different kind of role. For example, User 1 will be a team member on 3 projects, a mentor on 1 project, and a supervisor on another. Each project will have multiple team members in their different roles. Each team member needs to have access to a project they are assigned to, but cannot have access to a project they are not assigned to. Only a supervisor or administrator can assign members to projects (that's easy by role because the roles are the same regardless of project).

    My relationship structure is projects has many project assignments ( Fields: member = user, role = text-multiple choice, related project ), I can run a report that restricts the project assignments to current user, but when you run that report, it opens up the project assignment not the project. I can't run a report for projects assigned to the current user because the project assignments are children of the project and only summary fields are available. HELP!


  • 2.  RE: Multiple team members on a project with different roles

    Posted 02-12-2019 09:48
    As I believe you have discovered, it is not possible to restrict access to a parent record such as a project by virtue of permmission rules on the children.

    How about if you use a list User field on the parent project record and assign the team members into various roles that way. For example a list user field as a team member and a list user field as all the mentors of a project.


  • 3.  RE: Multiple team members on a project with different roles

    Posted 02-12-2019 18:35
    That's what I ended up doing. For some reason, I never saw the "list-user" option (user -list makes more sense). I also searched through here for a similar question. Luckily, after I posted this question a related conversation popped up that mentioned the list-user option. 

    Thanks for responding!