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Control what your users can access and save time, money, and frustrations. Lock down sensitive data in SugarCRM or SuiteCRM to specific groups or teams. Supports unlimited assigned users, unlimited group assignments to records, custom layouts for each group, login/sudo capabilities and much more.

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Features

Getting Started

Setting up security correctly can be overwhelming at first. We recommend first completing the Installation Guide and then reviewing the Typical Setup doc. The following features will start to make sense after that.

Features

Multiple group assignments

No limitations on how many groups can be assigned to a record.

Filter search by groups

Add a "Security Groups" field to your search views. With this new field you can filter your search results by the groups associated with records. Need to see just the Leads assigned to the Internal Sales Team? You can now do that. Just go to Studio and add the "Security Group" field to your Basic and/or Advanced search views for any module. All modules are supported except for the Users module.

Custom group layouts

Using the built-in Studio you can add custom layouts for your different groups so that only they can see certain fields. Have fields that your sales team needs, but your support team doesn't? Great for both optimizing the interface by removing unneeded fields and for hiding sensitive information. If you have a user who is in multiple groups then check the "Primary Group" box on the user's main group and this will drive which custom layout will be shown.

Login/Sudo as any user

No more having to pass around passwords. Need to verify that a user is set up correctly or to replicate an issue? Go to the User record and click the "Login As" link in the action bar.

Create versus Edit Rights

A new access level called Create added right to your Role setup grids so that you can separate your users between those who can create new records and those that can edit. The Create permissions work in any combination of uses.

  • Create, but cannot Edit
  • Create and can only Edit group records
  • Cannot Create, but can Edit
  • and so on...

Sample use-cases:

  • Data entry clerks can only create new records.
  • Interns should never be allowed to edit existing records.
  • Sales team are always assigned leads from an existing pool. They should never create their own.

If a user doesn't have rights to create new records the create link/buttons will also be hidden on the core modules that SugarCRM ships with and also in the subpanels. For example, if a user cannot create a new note then the "Create Note or Attachment" button will not show in the History subpanel.

NOTE: If after install you do not see the Create column and users aren't able to create records run a Repair Roles which can be found under Admin -> Repair.

See assigned Groups on List View

A new field in Studio called securitygroup_display can be added to your list, popup, detail, and edit views in order to quickly see which security groups are assigned to a record.

Security Groups on List View

Quick role grid setup

Creating a new role can be tedious as you have to set the rights in every grid square. Speed up the process by double clicking the header cell and set the rights for a full column. Then make any edits as needed.

Group message dashlet

Collaborate with other team members via the Group Message Dashlet. Need to send out a message to everyone in your company? Admins have the ability to send a broadcast message.

My Activity Stream

This popular dashlet will filter so that users can only see and comment on the records that they have rights to.
My Activity Stream

Works great with custom modules

Have a custom module you want to add Security Groups to? The Hookup Module tool makes it easy to relate Security Groups to any custom module. No coding required! Just go to the Admin->SecuritySuite section and use the Hookup Module tool.

Mass assign/remove from lists

Add or remove groups right from the list view. Need to assign all accounts from a state to a group? Perform the search, select all records, then use the Mass Assign option at the bottom.

Inbound (Group) email account filtering

Assign Inbound Email accounts to groups and lock down those accounts to only show for users in those groups. (optional setting)

Multiple Languages

Many languages are supported thanks to great contributions by other users. Below is the current language set.

  • English
  • Spanish translation by Jorge Sbaco
  • Italian translation by Federico Pontelli
  • Italian translation updated by Ivan M. Greggio and Davide Giacometti
  • French translation by Markku Suominen
  • Brazilian Portuguese translation by Vanio Vieira (www.calixnet.com.br)
  • German translation by Robert Laussegger (www.iscon.at)
  • Russian translation by Egor Ushakov
  • Ukranian translation by Rostyslav Volonchuk
  • Dutch translation by Ronald Vorstenbosch
  • Dutch translation (most recent) by Erwin Bogaard (ECM2)
  • Hungarian translation by Laszlo Czirbesz (Soulware Zrt.)
  1. semyl member avatar

    semyl

    4 years ago

    FYI, the anchor links on this page are not working, they redirect to the main site.

    • jason member avatar

      jason Purchased

      4 years ago

      Thanks semyl, noticed and fix that yesterday.

  2. sugarchina member avatar

    sugarchina Purchased

    4 years ago

    I have been using Security Suite for 6.2.0 before, and it was great already. But after I read through this feature list, it makes me thrilled. So many new features come out! Great job! Love you~~

  3. ewpeanutty member avatar

    ewpeanutty

    4 years ago

    I am trying out the Security Suites for 6.5.11. I created the Group, Roles, and Assignment and all went well with that. But when I went to try the custom group layout feature, the group I created wasn;t there in the Layouts folder....only the Default folder was.

  4. ewpeanutty member avatar

    ewpeanutty

    4 years ago

    Nevermind on the Studio question, I found the pdf on sugarforge that explained how to add a layout.

  5. fb.daytona member avatar

    fb.daytona

    4 years ago

    "Filter user list by Security Group>" is visible in the shared section of calendar. filtering does work in the sense that if a group is selected, only associated users are listed. However, if no filtering is selected, a user can see calendar of users outside of his group.

    is this normal?

    • eggsurplus member avatar

      eggsurplus Provider

      4 years ago

      Yes, that mimics the functionality of Pro. There is a setting under Security Groups Management Settings on the admin page where you can tell it to force all user lists to be filtered to only show users in the same groups as you are. This should also take affect on the that calendar user list.

  6. aulloa member avatar

    aulloa Purchased

    3 years ago

    I can assign tasks to a group?

    • eggsurplus member avatar

      eggsurplus Provider

      3 years ago

      Yes you can just like any other module. You can add a group to a task by going to to the detail view of the task and adding the group in the SecurityGroups subpanel.

      There are a host of inheritance options to automate that process and even a way for users who are a member of multiple groups to specify which groups should be assigned to a task upon new task creation. See https://www.sugaroutfitters.com/docs/securitysuite/options#creatorgroupselect for more info.

  7. aulloa member avatar

    aulloa Purchased

    3 years ago

    Okey Thanks, I have installed a module (ProcessMaker SugarCRM) and let me know if i can assinged task by this tool.

    ;)

    • eggsurplus member avatar

      eggsurplus Provider

      3 years ago

      I'm not an expert on ProcessMaker, but it should be possible. I do know that you can with Process Manager: https://www.sugaroutfitters.com/addons/process-manager-enterprise

      -Jason

    • aulloa member avatar

      aulloa Purchased

      3 years ago

      I don´t can software download because i don´t have credit target . . . . . can you helpme?

    • eggsurplus member avatar

      eggsurplus Provider

      3 years ago

      The PayPal option might be perfect for you then. If not, I'd love to hear what other payment options people are using on a regular basis. If it makes sense, SugarOutfitters could add additional payment options outside of PayPal and credit cards.

    • aulloa member avatar

      aulloa Purchased

      3 years ago

      Oh! Answer ugly . . . . . i dont have credit card. . . is a trial really ?? Do I need that credit card?? . . . .

    • eggsurplus member avatar

      eggsurplus Provider

      3 years ago

      You don't. You can use PayPal instead. SugarOutfitters is working on a solution to not require payment info at all upfront for trials, but that is not yet available.

      You can also try the Limited plan which is free and requires no payment info.

  8. aulloa member avatar

    aulloa Purchased

    3 years ago

    can you provide me with a software trial ?

    • eggsurplus member avatar

      eggsurplus Provider

      3 years ago

      All of the plans come with a 30 day trial. If you click on the View Pricing button at the top you can see all of the options.

      -Jason

  9. danimal member avatar

    danimal

    3 years ago

    Hi,

    we are currently using Sugar Pro 7 & I can't seem to find a way to assign records to groups (rather than individual users). This seems like Sugar Pro 7 has less functionality in this area than Sugar CE 6.5 + SecuritySuite.

    Can you comment on that?

    Cheers,
    Daniel

    • eggsurplus member avatar

      eggsurplus Provider

      3 years ago

      Yes, this is true. I'm strongly considering adding a Sugar 7 package which brings some of these features to Sugar 7. Thoughts?

    • danimal member avatar

      danimal

      3 years ago

      I can't say for certain, but I reckon we are more likely to go with SuiteCRM or CE6.5 + your addon at that level. I'm disappointed with SP 7 teams functionality.... we thought it would suit our needs & I am beginning to think it doesnt

  10. danimal member avatar

    danimal

    3 years ago

    Hi, an update on this - we are now using Teams on Sugar 7, which is lightly documented in the areas it counts, but seems to work for assigning records to groups, I think the functionality of your product is probably still superior (I'd really like Sudo ability for instance), but we will probably be able to make do now.
    Thanks for good responses though.

    • eggsurplus member avatar

      eggsurplus Provider

      3 years ago

      Thanks for following up! Sudo is available for Sugar 7 right here: https://www.sugaroutfitters.com/addons/sudo. Lots of users, especially admins, are using it on SugarCRM 7 now.

  11. item member avatar

    item

    2 years ago

    Hi Jason,
    My requirement is to have a group mail (inbound mail) accessible to all users in a group.
    All users in this groups can see all email (received, responded, flagged… )
    Is your module do that ?

    Regards

    • eggsurplus member avatar

      eggsurplus Provider

      2 years ago

      Hi, you would turn on the "Inbound Email Account" option in Security Suite Settings. Then when you go to the Inbound Email account setup on the Admin page you can assign different groups to the inbox.

  12. camayes member avatar

    camayes

    2 years ago

    We're trying to create a custom layout for a new group, but some of the fields we want to hide are marked as 'Required' as it is needed for other groups. Is there a way to make these fields not required for the new group so we do not have to add them to the layout?

    • eggsurplus member avatar

      eggsurplus Provider

      2 years ago

      I'm pretty sure that Sugar will not make it required if you completely remove it from the layout. Give that a try and see if that works for you.

    • camayes member avatar

      camayes

      2 years ago

      I feel like a moron. hahaha

    • eggsurplus member avatar

      eggsurplus Provider

      2 years ago

      You shouldn't feel that way! It's a good question.

    • camayes member avatar

      camayes

      2 years ago

      Yeah, it goes deeper since I can't get anything to work in the way of making Requirements dependent on other things. Have no issues with dropdowns and read-only dependencies.

  13. Charafi member avatar

    Charafi

    a year ago

    Hello i have a group which the supervisor are in the same group, but all group can check the calendar of each other i want supervisor only who can check the calendar of his group thank you very much !!

    • eggsurplus member avatar

      eggsurplus Provider

      a year ago

      That is as designed, but you can alter the logic for your needs by editing modules/Calendar/CalendarDisplay.php. Look for the SECURITY GROUPS code block. You will want to make it so that only your supervisor can select the groups.

    • Charafi member avatar

      Charafi

      a year ago

      Hello thank u for ur response but there's no code block of SECURITY GROUPS in CalendarDisplpay.php. i use SuiteCRM 7.6 opensource

    • eggsurplus member avatar

      eggsurplus Provider

      a year ago

      Sorry, I am unsure how to help then. Our shared calendar feature isn't in the base SuiteCRM calendar functionality. If you were using our SecuritySuite product here and had it installed in your SuiteCRM then you would see that code block.

  14. Charafi member avatar

    Charafi

    a year ago

    Ok thnak u very much Sir !!

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