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.

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#1227 - Login as any user

Closed General Question created by dgailwhitt 4 years ago

This is actually three questions. I am using the trial version of Security Suite version 6.5.18 installed in SuiteCRM version 7.1.4. Question 1: We have four different user assignments (sales rep, secondary sales rep, applications engineer and aftermarket rep) that we might want to make on each opportunity and the users assigned to these duties will be different for each opportunity--dynamic teams. I was thinking that Security Suite would allow me to assign a single opportunity to these 4 individuals and then they would all see the opportunity in My Opportunities. But now I am thinking that Security Suite will only handle static teams. Is this true? Question 2: We would like to have access to the login as any user functionality but I don't see it anywhere. I read the documentation and it appeared that I would see a new action on the User Detail view to login as that user. My customer definitely wants this but I need to test it out to make sure has the desired functionality.Question 3: I was already using Security Groups in SuiteCRM. Does Security Suite version 6.5.18 give me any additional capabilities?
Thanks, Dianna Whitt

  1. eggsurplus member avatar

    eggsurplus Provider Affiliate

    4 years ago

    Hi Dianna,

    1) Correct, it doesn't allow for adding multiple, individual users. This is due to a limitation in how Sugar/Suite works. This is something that is on the roadmap to explore.

    2) It will be in the actions on the user detail view. I'm unsure why you aren't able to see it. Make sure it is the Users module and not the Employees. Also try a Quick Repair and Rebuild along with a Repair Roles. Ensure that you have installed the trial version from here and that it isn't just the base version of SecuritySuite that is incuded in Suite. If that doesn't work I'll reach out via email to see if you can send a screenshot.

    3) Yes, you get these additional features:

    • Create Permissions        
    • Filter search results by groups    
    • Lock down sensitive data with custom group layouts        
    • Quickly help with Login/Sudo as any user    
    • Communicate with the group message dashlet        
    • Group calendar        
    • Hookup custom modules to groups    
    • Assign Inbound Emails to groups

    Hope this helps!

    Cheers,
    -Jason

    • dgailwhitt member avatar

      dgailwhitt

      4 years ago

      Jason,
      Thanks for the quick response. I did get the "login as any user" working and will pass along the information to my customer for his approval to purchase.
      Thanks also for confirming that we are currently unable to support a dynamic team in Sugar/Suite even with Security Suite. I was afraid that was the answer. I saw that people were talking on the forums about adding a Users sub-panel to get around the problem but I cannot see how that solves the issue of the assigned user (not assigned users).
      Dianna

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      4 years ago

      Glad to help. You are right. A subpanel wouldn't solve the need as it wouldn't act like the assigned user field. For example, the "Show My Items" type of functionality throughout the application would not work if in a subpanel. It would basically be usable only as far as seeing visually who the reps and engineer are for an opportunity.

  2. eggsurplus member avatar

    eggsurplus Provider Affiliate

    4 years ago

    Just doing some housekeeping. Feel free to follow up on this if you have any other questions.

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