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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#3753 - Pre-sale : Custom requirement

In Progress General Question created by PrafullSatasiya a year ago

Hi,
How are you?

I got one requirement in SuiteCRM as follow:

User A created a Account AAA. Now admin assigns this record to the user B. Both users are normal user and from the different team/group. So now user A will not be able to Account but I want to allow A to see the all the accounts created by them, even when it's assigned to the other users.

Let me know if you have any question or possible using your plugin.

Thanks and Kindest Regards,
Prafull

  1. eggsurplus member avatar

    eggsurplus Provider Affiliate

    a year ago

    What plan are you on for SecuritySuite? With Enterprise you could add User A as an Additional Assigned User. If not, it will take some code customization work as SuiteCRM uses only the Assigned To field if that exists. Only when it doesn't does it fall back to the Created By user. To alter that logic so that User A could see records that user created you would need to modify the logic in /data/SugarBean.php in the getOwnerWhere() function.

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