Team management

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1

Hello,
The model of the hierarchy of the purchasing department is as following:

The problem I encounter is:
I have three roles
Role BUYER : should view its department and contracts
Role GROUP LEADER: Must see the departement and contracts of persons belonging to his team.

For example : The Group Leader 3 must view all managed by Buy 6,
Buy 7, Buy 8, Buy 9 and all of their contracts

And the last one Role Purchasing Director: must visualize all

INFOS: SuiteCRM v7.1.5

2

Hi,

As I have understood your diagram, I can suggest you to manage it following way.

  • Create role : Dir Role, GL Role and Buyer Role.
  • Create group : Buyer Group.

Assign Dir Role to PM ( a user ).
Assign GL Role to GL ( a user ).
Assign Buyer Role to Buyer Group.

GL ( a user ) should be member of buyer group.
Dir (a user ) should be member of buyer group.

Please make sure that following options are checked in Security Groups Management: Configure section of Admin.

For Role : Additive Rights, User Role Precedence,
For Group : Inherit from Created By User, Inherit from Assigned To User

I hope I have address your concern.

Thanks and Regards,
Alpesh Savaliya

3

concerning the roles Dir, GL and Buyer, their type of option should be “assigned”

4

This structure includes the assignment of each user.

GL1 is assigned to the service 1,2,3
GL2 is assigned to Service 4.5
GL3 is assigned to Service 6.7

service 1: contains 3 departments

Buy1: is assigned to dept1.3
Buy2: is assigned to dept1.1, dept1.2,

Service 2: contains 1seul department
Buy 2 is assigned to dept2.1

Service 3: contains 2 departments
Buy1: is assigned to dept3.2
Buy2: is assigned to dept3.1

5

Hi ,

What is your functional requirements based on which you have drawn graph ?

6

this graph accurately reflect the structure of the organization to which I work,
Dept and Srv they are entities