Custom Permission

The Custom Permission extension (com.agiliway.custompermission) is a CiviCRM component which implements CiviCRM orgstructure-based access control functionality for multi-unit hierarchically structured organizations. The extension supports permission allocation by roles and units.  

Custom Permission Extension allows: 

• building a hierarchical organization structure through CiviRelationship  
• setting up relationships between organization units and assigning permissions accordingly 
• setting up user/organization relationship and assigning permissions accordingly 
• allowing access only to a specified organization unit the user belongs to 
• creating roles that regulate access to different areas of information for each user 
• extending access for selected roles to employees and other organization constituents 
• applying access rules to all components (contacts, cases, activities, events)

Follow these steps to assign permissions: 

• Go to CiviCRM admin panel 
• Install Custom Permission Extension: Administer => System Settings => Extensions  
• Input the main organization name: Administer => Сustom Permissions settings 

• Define constituents of the organization hierarchy: Administer => Customize Data and Screens => Relationship Types 

• Set up relationship between the organization and its employees: Administer => Customize Data and Screens => Relationship Types

In view of such settings the contacts are granted the following access permissions:  

Main Employee: 

• View and Edit the Main Organization profile; 
• View and Edit the Sub Organization and Sub Employee profiles; 
• View and Edit the Child Organization and Child Employee profiles. 

Sub Employee: 

• View the Main Organization and Main Employee profiles; 
• View and Edit the Sub Organization profile; 
• View and Edit the Child Organization and Child Employee profiles. 

Child Employee: 

• View the Main Organization and Main Employee profiles; 
• View the Sub Organization and Sub Employee profiles; 
• View and Edit the Child Organization profile 

 Required CMS permissions: 

• CiviCRM: view my contact 
• CiviCRM: edit my contact 
• CiviCRM: access CiviCRM backend and API 

Requirements:     

CiviCRM v4.7.x, v5.x