Document CRM User

Created on 15 May 2025, 2 days ago

Document the features provided by CRM User.

Features

πŸ“Œ Task
Status

Active

Version

1.0

Component

Documentation

Created by

πŸ‡ΊπŸ‡ΈUnited States bluegeek9

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  • Issue created by @bluegeek9
  • πŸ‡ΊπŸ‡ΈUnited States bluegeek9
  • πŸ‡ΊπŸ‡ΈUnited States jdleonard Austin, TX, USA

    To discuss: how a Drupal User can manage multiple CRM Contacts and whether/how that relates to CRM User.

    Best practice for security is one login (Drupal User) per human who needs to log in. I propose that we design against "organizational" Drupal User accounts.

    In addition to tracking that a Drupal User and a CRM Contact represent the same human, we will eventually need a way for a Drupal User to manage any number of CRM Contacts for which they are authorized.

  • πŸ‡ΊπŸ‡ΈUnited States bluegeek9

    Only individual contacts can be used with crm_user. There cannot be an organizational crm_user.

    Access control of contacts is best handled with the group module.

    Additional access control can be provided by something similar to node_access, crm_contact_access

  • πŸ‡ΊπŸ‡ΈUnited States bluegeek9
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