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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#2953 - Assign user to Security Group on Lead creation

Closed General Question created by info15 Verified Purchase 2 years ago

Hi
We have SecurityGroups - Limited Feature Edition 2.7.1 and when we create a Lead the SecurityGroups panel is not there, we have to create the Lead then edit it to assign to Groups. Is this normal behaviour? We had some Admins create users and so were not assigned to the groups, as they did not know to then edit it again to assign to groups. So we are looking to add the Security Groups choice to the Create form screen. Is this possible?

Also, I was going to look unto updating the module before asking the above question, in case its in the latest one, but I cants see Security Group in my purchases, only Security Suite, with different versions (version 6). So has this replaced Security Groups, should I use Suite to to upgrade, how does it affect the settings we have in Groups? Sorry it was a few years ago when we installed Groups, and I've lost touch with the releases of it!

Thanks

  1. eggsurplus member avatar

    eggsurplus Provider Affiliate

    2 years ago

    Yes, that is normal unless the user who is creating the Lead is a member of multiple security groups and the "Use Creator Group Select" is enabled under SecuritySuite Settings. Otherwise, it will use the standard inheritance rules as configured under SecuritySuite Settings to determine what groups get assigned to the new Lead automatically. If your admins are creating leads and assigning them to a different user then you likely want to have Inherit from Assigned User turned on.

    SecuritySuite is the name of the solution so that's the one you want under your Purchases for any updates. Select the version that matches the version of SugarCRM or SuiteCRM that you are on. I'm guessing that you are on Sugar 6.5.16 so the latest download would be 6.5.16_SecuritySuite_LIMITED_v2.7.4.zip.

    • info15 member avatar

      info15 Verified Purchase

      2 years ago

      Great, OK thanks for the speedy reply!

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