Forum Discussion
EvanMartinez
8 years agoModerator
Hi Mkosek,
Typically the easiest way to control what users in your applications can and cannot see is to tie their viewing permissions to their role. This can be accomplished a few ways. One option is to create a field on that record that is a dropdown of your suppliers name. Then for each supplier you would create a Role in the Application. For Example I have Paper Corp as a supplier so in my supplier multiple choice I have an option for "Paper Corp. I then create a role that has custom view permissions on my Components table that users in the Paper Corp role can only see records where the Supplier field is equal to "Paper Corp". That is one of the most basic set ups and just requires a role for each supplier that you then assign to the user from that supplier.
You can take this simpler workflow and expand it so that instead of just using a Dropdown you have a Supplier table related to your Component's table that lists each supplier and their team members so that you can then build your permissions off of that. Largely it depends on how many suppliers you are going to want to maintain. I hope this suggestion is helpful Mkosek.
Typically the easiest way to control what users in your applications can and cannot see is to tie their viewing permissions to their role. This can be accomplished a few ways. One option is to create a field on that record that is a dropdown of your suppliers name. Then for each supplier you would create a Role in the Application. For Example I have Paper Corp as a supplier so in my supplier multiple choice I have an option for "Paper Corp. I then create a role that has custom view permissions on my Components table that users in the Paper Corp role can only see records where the Supplier field is equal to "Paper Corp". That is one of the most basic set ups and just requires a role for each supplier that you then assign to the user from that supplier.
You can take this simpler workflow and expand it so that instead of just using a Dropdown you have a Supplier table related to your Component's table that lists each supplier and their team members so that you can then build your permissions off of that. Largely it depends on how many suppliers you are going to want to maintain. I hope this suggestion is helpful Mkosek.
MichelleCoslet
8 years agoQrew Assistant Captain
Thanks Evan. This is sort of the route I took as well. Before i went all in I just wanted to see if there was a shortcut. No problem - it seems to be working just fine with a few minor hiccups. I am having to duplicate some lines in order to get the same item quoted from multiple Suppliers. Otherwise when Supplier A completes the quote, it disappears on the TO BE QUOTED list for Supplier B. To fix this I duplicate the line and set the specific Supplier for each line. Not the quickest solution but it does work.
We have the Premier plan which has a 20 user minimum. My new concern is that as we add more suppliers (users) to have access to our app that we will reach a limit. I cannot for the life of me find out what that limit is. All i see is a minimum...any idea what the LIMIT is for this plan?
We have the Premier plan which has a 20 user minimum. My new concern is that as we add more suppliers (users) to have access to our app that we will reach a limit. I cannot for the life of me find out what that limit is. All i see is a minimum...any idea what the LIMIT is for this plan?