Multi Tenant usuage

Zanders

I have an interesting problem.

I use REI3 for my business, and tracking all of my internal, personal and client tasks, along with projects. I am looking to implementing the solution (REI3) for a couple clients but I also work with them on their own tasks.

here is the issue. If I make this system for my client who has tasks etc he wants to add for himself and his staff, along with for myself for work he wants completing for him.

I am trying to figure out a workflow where if he creates a task for me on his siystem It can appear in mine too, then I thought rather than having two, can I not give him access to mine with custom permissions... which made me think is it possible to use REI3 multi tenanted. groups etc for access, restricting the customer list for certain clients to only see certain lists of people?

Is any of this possible.

gabriel

Yes of course. You can use policies to define and strictly control, who can see/update what and when.

Policies can be simple or very complex, depending on what rules and access permissions you want to apply. But it also depends on if you are building your own apps or using apps from the repository. If it´s the former than you can freely define and build as you need. If it´s the latter, it kinda depends on the pre-existing access & permission system in those apps.

Zanders

gabriel so for example could I assign him a company, and all he can do is assign tasks projects to that one company, and assign people to that task only from within said assigned company?

gabriel

If its your own apps, yes you can freely choose any definition of what anyone can see or do.

Zanders

gabriel it’s for the default contacts and tasks

gabriel

If it´s the existing apps, they have their own defined permission system. Tasks for example cannot be accessed by others, unless assigned to them (excuted by), or shared (share with department/team), and so on.

You will have to decide if the existing permission system works for your purposes. If not, you could request specific options and we can take a look at them.

For this, please familarize yourself with the different access options (see the app and its help pages) and then state the type of access permission that is lacking.

Zanders

gabriel Being able to select Tasks = Use with a filter to select only certain things for example user abc@company1.com can only select company1 from the organisation dropdown aka only assign tasks to the company1 org.

gabriel

Zanders Being able to select Tasks = Use

Sorry, but I do not understand what this means. Please explain in detail or share some screenshots.

If you ask for changes to task assignment / access permissions, you need to go into more detail. Such as: "Tasks should be accessible to members of selected teams that a task owner can choose from" or "Tasks should be accessible to colleagues, if they are defined as substitute for the current task owner, the owner is currently absent and the task allows for substitution". Both these options, as well as many others, are currently in the app.

Zanders

I want to give a client of mine access to sign in to REI3. I want that client and any of their team to be able to add tasks to the tasks app. but I wan them to not be able to select to add a task to any other company except the company they are connected to.

If user1 is at company1 and he signs in he can create tasks for company1 but cant click the 'related to organisation' and select an org that isnt company1.

gabriel

The fields "Related to organization" and "Involved organization contacts" only serve as information, they currently have no influence on any access permission or who can see what task.

Do you want to use these fields to affect access permissions, or do not want your external users to see other organizations?

Zanders

I want to give access to a user and only give him the ability to see certain organisations in the drop down.

I want to give access to to my client to be able to log tasks in the system, but only for their organisation.

gabriel

Unfortunately, there is a misunderstanding on how this feature works. It does not log tasks for organizations. It is meant for internal reference for people working on the same tasks.

Limiting the dropdown will not do what you want as it will not limit access to tasks or make them available to different people.

The REI3 Tasks app was built for open collaboration between team members. It could be extended to address your use case, but it would take a lot of work as it would require a new permission system.

In this case it would be much less work to create a new app that was designed for this use case. A simple task managing app that would work as you describe would take maybe 6-8 hours. Redesigning the REI3 Tasks app to also address your use case would take a couple of days.