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CRM co-executor for Self-Hosted Bitrix24
06.22.2018 11:50:00
Articles
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This solution allows to add co-executors to CRM entities.

This module allows you to add co-executors to the CRM entity. When installing the module, select the entities for which you want to enable this feature.

After installation, selected entities will have a new field — «Co-executor». To add co-executors to the CRM entity, click «Change» in section «More». 


Save changes. Selected users will get an access to this CRM entity.




Access permissions for the entity determines by CRM Settings. Go to CRM SettingsPermissionsAccess Permissions Roles



Click on the button for editing the role and make the necessary changes with relation to CRM entities. Then add the access rights to the users by specifying the role.


Installation

1. Download the solution on the Marketplace, specify the path to install.

2. In the administrative part of Bitrix, click Install Updates. In the next window, under the license agreement, tick two boxes and click Apply.

3. Then click Install.

4. Tick the entity types, for which is necessary to add the field «Co-executor».

5. After installation, the module doesn’t require any additional settings.


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