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Forum to discuss general administration topics for SalesLogix (including LAN & remote topics). View the code of conduct for posting guidelines.
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Account Owner
Posted: 17 Apr 06 1:48 AM
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fiogf49gjkf0d Dear All
How do I assign the Account Owner / Account Manager to conform to this following rule ?
- Any Account Manager can do anything to the account he/she has.
- Any Direct Manager of the Account Manager can do anything to the account that his/her subordinates has
- Any other person besides the two, have readonly access to the account.
I can't seem to achive this correctly using the Account Owner/Account Manager stuff.
Or this is simply impossible to achieve ?
TIA
Dhany |
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Re: Account Owner
Posted: 03 May 06 3:46 PM
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1mg melatonin and pregnancy melatonin tablets and pregnancy website fiogf49gjkf0d Here's how I dealt with it with this similar dilema. I made users that have rights to change the accountmanager as part of the Admin department.
In the AXFormChange subroutine:
...
'Changed lueAcctMgr.readonly to TRUE
'Is the user a member of the Admin Department?
sUserID = objBasic.CurrentUserID
if IsMember(sUserID,"Admin","D") Then
'Enable the Account Manager field
lueAcctMgr.readonly = False
else
lueAcctMgr.readonly = True
end if 'HCDI
....
Function IsMember(ByVal sUser, ByVal sGroup, ByVal sGroupType) 'HCDI
'Routine to check if user is a member of a Department or Group borrowed from R. Stalhon
Dim objRS
If sGroupType = "T" Then sGroupType = "G"
Set objRS = CreateObject("ADODB.Recordset")
With objRS
Set .ActiveConnection = Application.GetNewConnection
.Open "select accessid from secrights where seccodeid = " & _
"(select seccodeid from seccode where (seccodedesc = '" & sGroup & "') " & _
"and (seccodetype = '" & sGroupType & "')) and (accessid = '" & sUser & "')"
If Not (.EOF Or .BOF) Then
IsMember = (.Fields(0).Value & "" = sUser)
Else
IsMember = False
End If
.Close
End With
Set objRS = Nothing
End Function
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Re: Account Owner
Posted: 04 May 06 8:35 AM
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otc asthma inhalers containing epinephrine over the counter asthma inhalers fiogf49gjkf0d Hi Dhany,
If your environment allows the folowing SHOULD hold true...
Person A with Manager M:
Person A is assigned to Manager M inside of the Admin tool. This will give M inherent rights to all of A's records. (A record is placed in SECRights table for all heirarchical managers when assigned)
Person B
Assign Read Only Profile to B for all of A's records. This could be by creating Team A and Team B or forced.
Carla
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Re: Account Owner
Posted: 04 May 06 8:30 PM
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fiogf49gjkf0d Ron,
If I'm reading correctly from your code, your approcah only disbales the Account Manager changes behaviour, while what I want to achieve is to disable all update operation based on Account Manager and Manager relationship.
But I'm thinking about using the IsMember function for a different scenario.
Thanks for the tip!
Regards,
Dhany |
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Re: Account Owner
Posted: 04 May 06 8:33 PM
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fiogf49gjkf0d Carla,
Yups. that's what I'm affraid of. In my situation, hat would mean I have to create Group as many as the Account Managers, which I think would be an administration nightmare. But I don't see any other option.
Tks for the insight.
Regards,
Dhany |
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