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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#282 - Manager of a Team

Closed Feature created by Lion Solution Verified Purchase 5 years ago

Hi, is it possible to create a Group where each User of the Group could see just his own data, and to create a Manager that can see all Group User's data?

  1. eggsurplus member avatar

    eggsurplus Provider Affiliate

    5 years ago

    That is exactly the purpose of this module. What you would do is create a Role where rights are set to Owner only and assign that role to the Group. Then create a Manager role that sets rights to Group and assign that Manager role to the manager and the manager to the Group. Make sure that all of the users are assigned to the group as well.

  2. MayerElyashiv member avatar

    Lion Solution Verified Purchase

    5 years ago

    Hi Jason, it's still not working..

    I followed these actions:

    1. Create SalesMen Users S1, S2, S..Sn
    2. Create Manager User M1
    3. Create Security Group "EastSales"
    4. Assign Users S1..n to the Security Group "EastSales"
    5. Assign the user M1 to the Group "EastSales"
    6. Create a Role "Owner only" where rights are all set as Owner
    7. Assign the "Owner only" role to the Group "EastSales".
    8. Create a Role "Manager" where rights are all set as Group
    9. Assign the "Manager" role to the manager M1

    Where i did a mistake?

    • MayerElyashiv member avatar

      Lion Solution Verified Purchase

      5 years ago

      Sorry, it works, it wasn't showing past records because they were assigned to a different SecurityGroup.
      Thank you

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      5 years ago

      Great! Glad to hear it.

  3. eggsurplus member avatar

    eggsurplus Provider Affiliate

    5 years ago

    For anyone else who comes across this case, you can find an example of how to set up groups for a typical hierarchy where a manager can see everything in a team here: https://www.sugaroutfitters.com/docs/securitysuite/example-of-a-typical-setup

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