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Question

Multiple team members on a project with different roles

  • February 12, 2019
  • 0 replies
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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!
    This topic has been closed for replies.

    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.
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