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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#1588 - Features not working as advertised

Closed Feature created by elijones2009 Verified Purchase 4 years ago

I have created various roles and have added users to them but the desired functionality is not taking effect. Users are unable to see records assigned to a particular security group. Also for some odd reason these non-admin users are getting an option to change the security group they're in.

  1. eggsurplus member avatar

    eggsurplus Provider Affiliate

    4 years ago

    Make sure that the groups are also assigned to the records and that the users' roles are set to Group level access. You can review a single user's setup by going to their user record and clicking on the Access tab. Also check out this example for double checking your setup: https://www.sugaroutfitters.com/docs/securitysuite/example-of-a-typical-setup

    For the non-admin issue, is this happening when you use the "login as" feature? I haven't heard of this happening, but users can add/remove groups from records. That can be disabled by editing the role and setting less permissive rights for the Security Grouos module.

    Let me know if you have any questions.

    • elijones2009 member avatar

      elijones2009 Verified Purchase

      4 years ago

      Thanks for the quick response Jason are you able to remote in to troubleshoot my situation for the second issue?

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      4 years ago

      Can you email me temporary credentials or even a video of the problem to solutions@eggsurplus.com? Any info to help recreate including steps and a use with that issue will help out.

      Thanks!

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      4 years ago

      Were you able to take a look at what I sent over via email?

  2. eggsurplus member avatar

    eggsurplus Provider Affiliate

    3 years ago

    Closing this out, but feel free to follow up if you have any more questions.

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