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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#1796 - Customers viewing

Closed General Question created by stpierred 3 years ago

How can I make sure that users in group A don't see customers in group B?

  1. eggsurplus member avatar

    eggsurplus Provider Affiliate

    3 years ago

    You will need to assign a role to Group A with "Group" access in the role grid so that they see only their own customers. Any customer assigned to Group A will then be visible to users in Group A. Any customer assigned to Group B, but not Group A will not be visible. Here is a doc that gives an overview on how a typical setup like this works: https://www.sugaroutfitters.com/docs/securitysuite/example-of-a-typical-setup

    • stpierred member avatar

      stpierred

      3 years ago

      When you say ''"Group" access in the role grid '', which access do you mean : The ''View'' column? Because in the ''Access'' column, I don't have ''group'' as a choice. There are only ''enabled'' and disabled''.
      Thanks

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      3 years ago

      It'll be in all the columns where Group rights would apply. So View, Edit, Create, Export, etc. Access is all or nothing so there wil be no Group option for that one. Hope this helps!

  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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