Member SinceAugust 20th, 2012
Last SeenJune 13th, 2019
SecuritySuite - SuiteCRM & CE Teams
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.
Support June 22nd, 2019 @ 12:06 am
Were you able to figure something out for this? Closing for now, but feel free to follow up if needed.View Comment
Support June 20th, 2019 @ 9:07 pm
Sorry, it is not compatible and there are no plans to make it so.View Comment
Support June 14th, 2019 @ 9:57 pm
3.1.16 is now available in your downloads that address the lead conversion. Just install over the top of the existing install. Do not uninstall prior.
Thanks again!View Comment
Support June 4th, 2019 @ 3:11 pm
Thanks for bringing this to my attention.
Support May 17th, 2019 @ 8:36 pm
Can you check the permissions question I asked as well? Check the Access tab for the user you are testing. Make sure Contacts->List is set to anything other than All. If it is set to Group then check the contact records you do not expect to return to see if that group is associated to the record or if the current user is the assigned to user or the created by user.
No security groups scripts need to be included. The bean takes care of all security as long as the current_user is set and the session is caching the roles correctly.View Comment
Support May 17th, 2019 @ 8:01 pm
Can you confirm if current_user actually has the current user?
If so, I've seen a weird case where you need to use $GLOBALS['current_user'] instead. Might be worth using that.View Comment
Support May 17th, 2019 @ 6:46 pm
Were you able to confirm that current_user loaded correct after doing the retrieve?
Can you also post the logic for accessing the beans? I'm only seeing the getBean for an empty Contact bean (socios). For those that are returning, is the securitygroup assigned to those records in the CRM and does the securitygroup or user have a role assigned to them that limits the contacts module list rights to Group? You should be able to go to the user's record and click on the Access tab to see if Contacts->List is set to Group, Owner, or None. If it is All then permission configuration needs to be addressed.View Comment
Support May 17th, 2019 @ 1:43 pm
I'm not quite understanding what you are asking here. The rules are applied automatically through that contact bean based on the current user.
Are you wanting to add or remove a group to that contact?View Comment
Support May 7th, 2019 @ 1:10 pm
To upgrade SecuritySuite:
- Go to https://www.sugaroutfitters.com/orders
- Grab the version of SecuritySuite that matches your new CRM version
- Use Module Installer in your CRM to upload and install
- Once completed go to Admin->Repair and run these 3 processes: Quick Repair & Rebuild, Rebuild Relationships, Repair Roles
Do not uninstall the existing SecuritySuite version. Leave that in place. If you are also upgrading your CRM always do that first and then do this process.
Let me know if you have any questions.View Comment
Support February 1st, 2019 @ 1:56 pm
Be sure to run the following:
- Quick Repair & Rebuild
- Rebuild Relationships
- Repair Roles
This will usually fix any issues that you see. If you still run into issues please send over temporary access to me at firstname.lastname@example.org. I would be happy to take a look.
Support January 31st, 2019 @ 5:18 pm
Not out of the box, but if you or someone on your team is comfortable with PHP then it is possible to do that.
For example, if you need a specific detail view layout to show based on a field value you would add your logic to /include/MVC/View/views/view.detail.php in the preDisplay() function. It'll be obvious where the SecuritySuite logic is there. Alter as needed for your needs, but back this up as it will be overwritten after every CRM upgrade.
Hope this helps!View Comment
Support January 30th, 2019 @ 8:03 pm
Great question! In a security group you can go to the Users subpanel, edit a row, and set the Primary Group checkbox. This will take precedence as the primary layout to use. Otherwise, it grabs whatever comes back from the database first.View Comment
Support January 12th, 2019 @ 12:34 am
It's more of just a general guide. You will need to alter the select/joins for your needs. Just need to get the security group ID, record, and record type. Best to view the securitygroups_records table for one added in SuiteCRM to see how to mimic the inserts.
I'm going to close this case out for now, but feel free to follow up here with any questions as you dig into it.View Comment
Support January 11th, 2019 @ 8:00 pm
SuiteCRM will let you do a "Select All" on the list view, but a script would be best. I suggest doing a straight SQL query for this. Much quicker to run and gives you ultimate control over your objectives.
You can find a starting SQL script at the bottom of this document: https://www.sugaroutfitters.com/docs/securitysuite/developer-tipsView Comment
Support January 11th, 2019 @ 7:13 pm
You got it exactly right. Old records need to have the group for them to see.View Comment
Support January 11th, 2019 @ 4:55 pm
Not sure that would help here then. It sounds like a roles issue. Make sure that the user's role is set to Group access only for list/view/etc. This will limit the user to seeing only records either assigned to the user's security group or to records that the user is directly assigned to.View Comment
Support January 11th, 2019 @ 3:17 pm
Is the existing user still assigned to the other SecurityGroup? If so, this would explain why they can see any records assigned to that old group. They would also be able to see any old records that they were assigned directly to. Conflicting roles could also be coming into play here. A user inherits roles both assigned directly to the user and to any groups that the user is a member of. The best way to see how all of those roles are ultimately rolling up is to go to the User record in SuiteCRM and then the Access tab. This may provide clues as to why a given user is able to see a given record.
To your question about migrating records, the full SecuritySuite versions available here (https://www.sugaroutfitters.com/addons/securitysuite/pricing include the ability to mass assign/remove groups from records on the list views.
For more in-depth, specific scenarios writing custom scripts may be the best solution.
Let me know if you have any questions.View Comment
Support December 17th, 2018 @ 3:05 am
Happy to help here.
I'm having trouble understanding the setup. Could you reply with screenshots of the user record including the security groups and roles subpanels and also the Access tab? Please also share the screenshot of each role grid as well that is involved here along with a record that isn't acting as you would expect for that user. You can attach and embed screenshots in the reply comments here or email me at email@example.com.
Thank you!View Comment
Support December 6th, 2018 @ 1:55 pm
We worked this out via email to clarify how the role grid appears for default values vs how the user access tab then translates default values to the actual rights.View Comment
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