Hi
I need to be able to stop certain people making changes to a constituent record - our web transactions sit in an anonymous user account before being transferred into the customer's account when they log in. We had an issue recently where a member of the box office changed the details in this account leading to problems for people booking online.
The only thing I could think to do was build an error into the update procedure that runs when an account is changed and saved, but I'm not sure of the best way to do this.
Any help?
Thanks
Siobhan x
Just to add that on Gary @ SBC's recommendation I have added a large field to the header that advises people not to change the account, which will work well - would still be interested in how other people would handle it though.
Hi Siobhan
You could create a new constituency; something like 'Touch this address and face the consequences'.
Then revoke all add / edit / delete options in the security module based on your security groups and constituency. Add the constituency to the account, hey presto - your account can't be edited, but can still be viewed.
Thanks, Ben
Thanks Ben - I had thought about it on constituency level but just control grouped it which did nothing of use! I'll give this a try.
Siobhan
Hi Ben
Just to let you know this worked perfectly! I'm keeping the big flashy warning as well though because I like it!
Thanks again