VTiger open source only supports a single assigned to field. That means, one record can only have one assigned to field by default. If you want to add multiple users to a single project, or give access for some user in order to reveal a specific record and have his input on the matter, it’s hard. The admin will go to groups, find the users who need to have access to this specific record. Then create a new group. Further, he will have to open the record, change the assigned to, to the new group. It does not sound like a job of admins to move around like that, especially when there are convenient ways to do so.
Multi-User Assignment or Team Extension
This gap is covered by the extension Multi-user assignment, frequently known as “Team” module. The Multi-user assignment extension for VTiger settles down the matter of who should create groups. It takes the responsibility in its own virtual hands and does the job automatically.
The extension includes a special field which has a list of all the users. As you select the users, it starts gathering a group and assigns it to the record. It’s a perfect way to give access to multiple users of a single record without compromising permissions of the whole module.
Generate Groups via Scheduler
As the Team module allows to create new groups on the go, there was a setback faced normally in this regard. Standard VTiger recalculates permissions for ALL of the users once a new group is created. This is, in our opinion, is an over-kill. That means, if records are being saved in your CRM per minute, using Team module, VTiger can slow down for few seconds every time a new group is created on the fly.
We are now introducing this solution that restricts VTiger calculating permissions on every creation of a group. Instead, a task is added to VTiger Cron to recalculate all the permissions on a given schedule. So it does not re-evaluate the user permissions all the time, but do it at a specific interval. Therefore, the CRM does not slow down on every record saving anymore. It specially helps the companies having 70+ users, but the companies with less users are also affected positively.
You can find more information on how to use the extension in the Extension Guide for Multi-user Assignment extension. The product information along with video, live demo, and helpful articles is available on the product page of Team module. The extension is included in the extension pack. If you still have more questions, please do not hesitate to contact us at [email protected] or join our team for live chat at www.vtexperts.com.
Please note that we design our extensions to be as flexible & configurable as possible, so if you feel uncertain if this would work – email us and we’ll be pointing you to the right direction. Also, we can add features or can customize extensions to meet your needs and make sure you will be up and running in no time. If this extension is “almost” what you need – we can work with you to make necessary changes so it is “exactly” what you need.