Leads and roles permissions
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Hello there!
I’m developing a website where I’ll use Jetpack CRM.
Part of the team needs to add contact leads into the system (Jetpack CRM) and nothing else. And, very important, they should only have access to its own leads.
The part where they just have access to Jetpack CRM Contacts is manageable (I can easily hide all other menu options), but I’m not figuring out how I can filter the database for each user. Usually this can be easily done with plugins like PublishPress Pro or User Role Editor Pro for WordPress Posts, but we are talking about different things. Basically, they manipulate edit_others_posts permission and, if I’m right, you don’t have anything similar to use with Jetpack CRM database tables, correct?
Therefore, do you have any solution to achieve what I’m looking for?
As last solution, I could just build a form to add data directly into _zbs_contacts database table and use WP_List_Table class to show them, but I don’t know if this will have implications in the normal Jetpack CRM plugin functionality.
Many thanks for all help and support.`
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Hi @agomendes,
I’m going to answer your questions one by one as follows ??
Part of the team needs to add contact leads into the system (Jetpack CRM) and nothing else. And, very important, they should only have access to its own leads.
This is not currently possible in Jetpack CRM, but we already have a feature request open for our developers to consider. I have added your +1 on this.
As last solution, I could just build a form to add data directly into _zbs_contacts database table and use WP_List_Table class to show them, but I don’t know if this will have implications in the normal Jetpack CRM plugin functionality.
Entering data directly into the database would not be recommended, as that could mess up relational data (logging, external source details, object relationships, custom fields, and so on).
That said, you’re welcome to extend the CRM with your plugin if you want to develop things. We’re not able to help with custom code, but you can work on the
$zbs->DAL->contacts->getContacts(), which will retrieve contacts if you want to build your own list view.Alternatively, you can use the API:
https://automattic.github.io/jetpack-crm-api-docs/Hope that helps! Please feel free to reach out if you have any other questions or need some more help.
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