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.
#1227 - Login as any user
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
Other add-ons of interest
Save Your Team Countless Hours. SugarChimp syncs your lists in both directions so that you can work in your preferred application. Segment and Group your MailChimp subscribers based on SugarCRM data so you can market to the right people at the right time. Fully compatible with all versions and e...
SugarCRM Survey Rocket
SugarCRM Survey Plugin
With Surey Rocket, a SugarCRM survey plugin, you can build surveys that trigger automatically to get real-time feedback from customers. It gives custom survey templates, online polls & more. Moreover, you can use the CRM data using inward and outward piping mechanism.