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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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#3282 - Help needed with configuring groups

Closed General Question created by deepaksingh 6 years ago

sir i create 1 user and 2 group. for example A or B for group1 and B or C for group2 .. B user common for both groups . first group A is admin A can view B and own(A) recored .. and second group B is admin . B can view own(B) and c recored .. but problem arise when logn to A i got A and B recored .. this is right .. but when i login to B i can see C , A and B(own) recored . i want only B and C recored

  1. deepaksingh member avatar

    deepaksingh

    6 years ago

    sir i create 1 user and 2 group. for example A or B for group1 and B or C for group2 .. B user common for both groups . first group A is admin A can view B and own(A) recored .. and second group B is admin . B can view own(B) and c recored .. but problem arise when logn to A i got A and B recored .. this is right .. but when i login to B i can see C , A and B(own) recored . i want only B and C recored

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      6 years ago

      There are a couple of ways to achieve that. Given the scenario, the best method would be to set A's membership to group1 as non-inheritable so that any record that A creates does not automatically get group1 assigned to the record. This way B cannot see A's records.

      The other way would be to use strict rights and assign a role to group1 that is set to Owner only rights. User A would have a role assigned directly to the user record with greater rights (Group or All). Strict Rights can be checked/enabled under SecuritySuite Settings. This means that the rights for a record will depend upon the role assigned to the groups associated with the record.

    • deepaksingh member avatar

      deepaksingh

      6 years ago

      sir whatever u said is totally right i apprciate you but my question was.. i have 2 group. group1 and group2 . in group1 two users . user1 and user2 . user1 is admin for group1 . so user1 easily view user2 recored i did perfectly . but in group2 again two users . user2 and user3 . be carefull sir user2 is common for both group . in group2 user2 is admin so user2 easily view user3 recored. is right .. but i got user1 and user3 recored this is wrong .. i don't want user1 recored when login user2 . i want only user3 recored .. please help me how can i implement..

    • deepaksingh member avatar

      deepaksingh

      6 years ago

      There are a couple of ways to achieve that. Given the scenario, the best method would be to set A's membership to group1 as non-inheritable so that any record that A creates does not automatically get group1 assigned to the record. This way B cannot see A's records.

      i follow your first method .. this is right after login B can not see A recored .. B can view only B(own) and C recored this is right .. sir but i want when A user login A can view B and A(own) recored .. b(user) is common for both groups .. group1 and group2

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      6 years ago

      So the only issue left is that A canot see A and B's records? Then create a role that sets rights to Group and assign that role to A. Log out and back in as A to clear the rights cache. A should then see A and B records (if the group is added to the record when B creates the record).

  2. eggsurplus member avatar

    eggsurplus Provider Affiliate

    6 years ago

    Converted the comment thread to a support case to make it easier to track.

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