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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#2269 - SS and Reports in SuiteCRM

Closed Feature created by Stefan Verified Purchase 3 years ago

Are there any plans to integrate SS with the reports in SuiteCRM? Meaning the user would only see the returned records that he actually has access to? Unless it already does so and I don't know how to enable it. Thanks.

  1. eggsurplus member avatar

    eggsurplus Provider Affiliate

    3 years ago

    How would you like this to work? Filter who can see reports or filter the report results?

    • staganyi member avatar

      Stefan Verified Purchase

      3 years ago

      Filter the actual results so I just need to create one report and every user will only see the data they have access to.

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      3 years ago

      Would you want the ability as the report creator to turn off/on the option to filter based on rights? Or always filter?

    • staganyi member avatar

      Stefan Verified Purchase

      3 years ago

      The more granular you can make it, the better. If you have an option at the report record level to filter on rights, that'd be great. If you can't do it at the report record level, then maybe a global SS setting to turn this feature on/off would be a great start.

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      3 years ago

      Thanks! I appreciate the feedback. No immediate plans to get this added, but I'd like to make a push for this sort of improvement late summer/early fall.

    • staganyi member avatar

      Stefan Verified Purchase

      3 years ago

      The sooner the better for us because we are about to migrate a whole lot of reporting to SuiteCRM and having to create one report instead of dozens for our different sales reps would be great. Thanks again.

  2. staganyi member avatar

    Stefan Verified Purchase

    2 years ago

    Any roadmap on this so I can plan things out. Thanks.

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      2 years ago

      Just tested on 7.7.9 and it filtered the records by default to just show what the user has access to.

    • staganyi member avatar

      Stefan Verified Purchase

      2 years ago

      Really!?!!? When I turn logging on and look at the query, it does not use the SG tables. So I'm not sure how that could work?

    • staganyi member avatar

      Stefan Verified Purchase

      2 years ago

      It could be because I was using a non SG user. I will try again tomorrow to verify.

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      2 years ago

      That could be it. The tables are showing when I output the generated queries for an SG/non-admin user.

    • staganyi member avatar

      Stefan Verified Purchase

      2 years ago

      You are right (I was using an admin user)! Sorry for wasting your time on this.

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      2 years ago

      Not a problem! Glad it was an easy one.

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