all data is live and searchable



« Back . [new search - developer's notebook] . [new search - adilas community funded projects]
Basic Assignments
 
Options & Settings
 
Main Time Information
Color Code: Green
Assigned To: Dan A Shuford
Created By: Cory Warden
Created Date/Time: 8/21/2019 9:43 am
 
Action Status: Pending
Show On The Web: Yes - (public)
Priority: 1
Finished/Done: No - (open)
Finished/Done By: ...
Budgeted/Estimated Value: 100.00  
Actual/Real Value: 0.00   [donate]
Invoice/Quote Status: Blank (n/a)
General Amount: $0.00
 
Time Id: 1498
Template/Type: Community Funded Projects
Title/Caption: Make Printable Customer List an Admin Permission
Start Date: 8/21/2019
End Date: 8/21/2019
Total Time: 0.00 Minutes
Target/Due Date: 8/21/2019
Main Status: Active
Sorry, no photos available for this element of time.

Notes:

Need to take a look internally. Will potentially tie to admin permissions. User needs options to pull data but perhaps not everything.

From Shari: "I think that Adilas needs to "grey" out that option:    Printable Holiday Patron (Customer/Client) List  if this particular User or any User for that matter doesn't have "Admin" Permissions in conjunction with Holiday Patron (Customer/Client)……...or maybe Adilas needs to make the "Printable Customer List" an even HIGHER Level Permission - maybe "Corp Admin", to ensure the confidentiality for not only Adilas but the Clients as well...…"

I went into a "playsite" Holiday Farms and did a test run.  I set up a new User in it, and only gave them the Permissions of:

Holiday Patron (Customer/Client) Logs:  ID # 112
Add/Edit Holiday Patron ( Customer/Client)  ID # 40
Limited Holiday Patron Search (Customer/Client)  ID # 133


I did also give this User the Permission of:
Add/Edit Payees & Permissions   ID # 51 - so that I could go in and assign or omit things...…………...

I wanted this particular User to ONLY be able to put new Customer/Clients in the system under their name as a Consultant/User, as well as be able to add Client Logs and such.  So, I logged out, and then logged in as this User.  On the Classic Homepage I see System Basics and the only choice is Holiday Patron (Customer/Client) Logs, and then I see System Maintenance, and under there I see Holiday Patron (Customer/Client) Homepage, I also see System Management, under there I see add/edit Payees & Permissions (strictly for my use to be able to add or omit permissions needed) 

Now, when I go to the Holiday Patron Homepage, and then click on more options, in the far right column, I have the option to click on Printable Holiday Patron (Customer/Client) List ……….this particular User now has a visual of ALL Holiday Patron List whether this User entered them or not.

Now, with that being said, I also went back to the Classic Homepage with this User, and clicked on Holiday Patron (Customer/Client) Logs, and the only Logs it pulled up are the Logs that the User created; as I did indeed go in under a different User, and create a Holiday Patron (Customer/Client) Log note...………..and it DID NOT pull those in...……...which is GREAT......