by eggsurplus

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.

Cancel at any time!
Free Trial

#1082 - Followed the typical setup example but Sarah and Will cannot view/edit their respective teams' leads

Closed Bug? created by Chan Chan Verified Purchase 4 years ago

Hi Jason,

I followed the example in https://www.sugaroutfitters.com/docs/securitysuite/example-of-a-typical-setup. It works for Jill and the sales reps, but there's a problem with Sarah and Will. Sarah and Will can see their respective teams' leads in the list view, but they can only view/edit their own leads but cannot do the same for their teams' leads. Their teams' leads do not appear in their list view as hyperlinks.

I'm trying version 2.8.0 on Sugar CE 6.5.18. Please help.

Thanks,
Paul

  1. eggsurplus member avatar

    eggsurplus Provider Affiliate

    4 years ago

    Hello Paul,

    Make sure to add Sarah and Will's teams to the leads by opening the lead and adding it in the Security Groups subpanel. It sounds like you have View/Edit set to Group only for their rights which means that the group needs to be assigned to the record.

    You can also assign groups using the Mass Assign on the list view.

    Just in case, also make sure to do a Repair Roles and a Quick Repair and Rebuild.

    Let me know how that goes.

    Cheers,
    -Jason

  2. paullee member avatar

    Chan Chan Verified Purchase

    4 years ago

    Hi Jason,

    I've already assigned the groups to the leads previously, and I ran the repairs as you instructed, but it doesn't seem to affect the outcome.

    And I tried removing the West Sales group from one of the leads belonging to one of Sarah's sales reps, and Sarah's list view has one fewer lead than before, so that part is working.

    Is there anything else I could try?

    Thanks,
    Paul

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      4 years ago

      I misread the problem. If there is no hyperlink then it means that Sarah and Will's roles are set to Owner or None for View/Edit on the leads module. You can check what Sarah's ultimate rights are by going to Sarah's user record and viewing the access grid. This will show you how all roles related to Sarah are ultimately being inherited. Meaning that if Sarah has one or more roles assigned directly to her or to any of her groups it will take them all, smash them together, and give the greatest (or least depending on your SecuritySuite configuration) rights. I'd start by checking that grid and then working backwards.

    • paullee member avatar

      Chan Chan Verified Purchase

      4 years ago

      Hi Jason,

      In Sarah's access grid, everything's shown as 'Group', the Roles inside the access grid has 'Group Only' and the Security Groups has 'West Sales'.

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      4 years ago

      I'll drop you an email to see if we can set something up so that I can take a quick look.

  3. eggsurplus member avatar

    eggsurplus Provider Affiliate

    4 years ago

    We were able to work through this one. The default settings has "Strict Rights" checked which in the example story means that the links for the managers for records assigned to their groups and not directly to them don't show up. Unchecking that setting resolved the issue.

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
Saving Comment Saving Comment...
Rating
Rating
  • "SecuritySuite was a very good addition to our SugarCRM implementation helping to integrate different functional teams with strictly specified roles."

    Read More Reviews

Keep up to date on the latest additions

We'll send you an email every month with handpicked add-ons, reviews, tricks and tips. Don't worry, we hate spam as much as you do.