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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#1788 - Assigning multiple groups

Closed General Question created by camsea 3 years ago

Hello!

I want to assign a user to multiple groups, but each group has a different view. I need to assign the view based on the group that has the most privileges. Currently, the user is assigned the view of the lesser group.

The scenario: Group 1 is an Agent group and group 2 is a Supervisor group. I want the Supervisor to have full access of all Agent cases, but showing the Supervisor view. Right now, if I assign both groups to a user, the Supervisor has the Agent view, which is missing fields that are reserved for the Supervisors.

There are 3 different groups that will have this type of access, and none of them should be able to see cases that are not escalated to their group. Escalation to new groups is handled by the Supervisors for each group, and a logic hook is used to show the new groups Supervisors and then the Supervisors will handle assignment.

Is this all possible?

  1. eggsurplus member avatar

    eggsurplus Provider Affiliate

    3 years ago

    Yes. When you go to a Security Group go down to the Users subpanel. There is a Primary Group checkbox in that subpanel. This drives which view to show if a user is a member of multiple groups. Edit that row in the subpanel, that checkbox, then save. This will now be the view that shows for a user.

  2. camsea member avatar

    camsea

    3 years ago

    I do not see that option, it must be in a later version than I have installed?

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      3 years ago

      Which version do you have installed? I'm not able to find anything under your name here. It'll be in SecuritySuite version 2.6.7 which is any version of SugarCRM CE from 6.5.15 and up. The custom views and this functionality is only available in the SecuritySuite edition that is available here. It isn't included in SuiteCRM by default if that is what you are using.

    • camsea member avatar

      camsea

      3 years ago

      We are using 2.6.5, and are on SugarCRM CE 6.5.13

      I think the information you have for our account is Julia Green, who was the procurer

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      3 years ago

      That would explain why it isn't showing. Is there any chance that you could upgrade to 6.5.22? There have been a tremendous amount of security fixes and other general improvements since 6.5.13.

    • camsea member avatar

      camsea

      3 years ago

      Unfortunately, that is not something we can do at the moment. We have quite a few customizations, our database is huge (waiting on the archive approval), and we have to stick to stringent release schedules.

    • camsea member avatar

      camsea

      3 years ago

      Believe me, I've tried to get us into position for an upgrade, but I can only move as fast as those above me ;-)

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      3 years ago

      I completely understand that. What I would advise here is to grab the latest SecuritySuite version for 6.5.22 and then merge the changes to add that capability. If you are comfortable with that approach then I can lookup which files to merge and which new files to copy over. Give me a day or two to compile that list.

    • camsea member avatar

      camsea

      3 years ago

      We're working on a new PO to get the subscription renewed. Please let me know what changes need to be made as soon as you have the list. Thanks!

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      3 years ago

      If you get that subscription going I'll just package it in the 6.5.13 version for you. It'll be easier that way.

    • camayes member avatar

      camayes

      3 years ago

      That would be awesome. Thank you so much for all of your support, you run a solid platform.

    • camsea member avatar

      camsea

      3 years ago

      We got a new subscription, but it was made through a 3rd party. Can I email you the product key, and you can send the new package?

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      3 years ago

      Yes, please do. Who is the 3rd party?

    • camsea member avatar

      camsea

      3 years ago

      A company called Kambrian.

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      3 years ago

      I recall this arrangement now. I've confirmed that the subscription is active. I'll send over the new package later today after finishing testing.

    • camsea member avatar

      camsea

      3 years ago

      Awesome. Thanks!

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      3 years ago

      Changes are done, but I need more time to test. I'll send it over by tomorrow morning.

  3. camayes member avatar

    camayes

    3 years ago

    Hello, this is camsea under the username that the account is registered with. Can you tell me if the acct subscription is active?

  4. 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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