#1608 - Users with group access unable to view records when re-assigned to team members in the same group
Hi eggsurplus, I have followed the link https://www.sugaroutfitters.com/docs/securitysuite/example-of-a-typical-setup , in creating a 2-tier hierarchy. My configurations are as below : Sugar version/Instance **: SuiteCRM 7.2.2 & 7.3.1(I have both instances running seperately on different systems). **Security Suite settings : 'Strict Rights' -> UNcheck ; 'Inherit from Created By User' -> CHECKED ; 'Inherit from Assigned To User' -> CHECKED ; 'User Role Precedence' -> CHECKED
Issue : 1. when a non-admin user with 'owner' rights creates a record(account/lead) he is able to view the record, but there is no security group assigned (I have to manually assign later as admin). 2. When a non-admin user with 'group' access creates a record and assigns to his team member with owner rights, he cannot view the record and also there is no security group assigned for this record(I will have to manually assign later and the the group user will be able to access it).
My understanding is that the new records will be assigned to groups automatically based on users(assigned/creators) as per my security settings. Can you please help me if I am wrong somewhere or any additional configurations required.