0

I want to maintain a following hierarchical structure for different user.How can I do that?
If any extension is available then let me know.
enter image description here

Improve this question

2 Answers 2

Reset to default
2

CiviCRM is pretty egalitarian - they are all just Individuals.

There are various ways you could model this which depends to some extent on what you want to do based on that data.

One option is Relationships - eg create a Manager/Managee relationship and create relationships for all the places where you have lines. If you want to record a level in the hierarchy you could use a custom field.

If you want to use those relationships to control access (so that eg Line Manager1 can see only P1, P2, P3) then have a look at the Relationship Permissions ACL extension

Improve this answer
2
  • In my scenario only LM1 can see the information of P1, P2, P3 and B1.Not the other record. Currently everyone can see the all data. I want such a kind of restriction. How can I achieve that ?
    – Dipak Giri
    Commented Nov 16, 2018 at 7:05
  • Both Aidan and I have provided you with information on how to do this. For us to provide more help you probably need to explain how you have applied our suggestions.
    – petednz - fuzion ♦
    Commented Nov 16, 2018 at 19:29
2

I agree with Aidan.

However if you go for Related Permissions approach I would suggest you introduce a concept between LM1 and P1, P2 and P3. eg i would create a Practitioner Group as an Org. So you would then connect

  • LM1 to PG1

  • PG1 to P1, P2 and P3.

The reason is so that if LM1 leaves and you need to bring in LM1b in to the story then all you need to do is break the relationship between LM1 and PG1 and create one for LM1b to PG1.

You then turn on 'second degree permissions' and that ensures that LM1 can only see all those daisy-chained contacts via PG1.

Hard to explain - easier to draw but hopefully you get the idea.

Improve this answer
9
  • What is this 'second degree permission'?
    – Dipak Giri
    Commented Nov 16, 2018 at 5:23
  • By the way, is it possible such kind of hierarchical structure?
    – Dipak Giri
    Commented Nov 16, 2018 at 6:59
  • Good point Pete - certainly makes it easier to update later despite looking a little more complex to set up initially.
    – Aidan ♦
    Commented Nov 16, 2018 at 10:15
  • Re 'second degree permissions' see the link in my previous answer
    – Aidan ♦
    Commented Nov 16, 2018 at 10:16
  • I tried it but not working properly.
    – Dipak Giri
    Commented Nov 29, 2018 at 8:55

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service and acknowledge you have read our privacy policy.

Not the answer you're looking for? Browse other questions tagged or ask your own question.