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.
I create a security group, and assign five products from Products Module. When i get in sugarcrm with a user that belongs to that security group, i see more products, that i should, i see all the product.
There are three main parts to setting up security. This sample scenario is a good overview for what those parts are: https://www.sugaroutfitters.com/docs/securitysuite/example-of-a-typical-setup
Key parts:
Create the groups and add the users
Create the roles and assign them to the groups or users
10 years ago
There are three main parts to setting up security. This sample scenario is a good overview for what those parts are: https://www.sugaroutfitters.com/docs/securitysuite/example-of-a-typical-setup
Key parts:
10 years ago
It works !!!
10 years ago
Great work! Feel free to follow up here if you run into anything else.