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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#377 - Assigning Security Group with Workflows

Closed Feature created by mikek 5 years ago

Is it possible to assign security groups with workflows?

I'm hooking up our inbound form on our website to flow into the Leads module, but I'd like to set a Security Group on those. Is this possible to automate?

  1. eggsurplus member avatar

    eggsurplus Provider Affiliate

    5 years ago

    I've heard of folks doing that with Process Manager (https://www.sugaroutfitters.com/addons/process-manager-enterprise). You can also set a default group to be assigned to all newly created Leads. That's useful if you want a single controller group to then dish it out to the appropriate sales person. If you want to add additional logic I'd advise checking out Process Manager or adding a custom logic hook so that when a new Lead gets created you assign the appropriate Security Group to it.

  2. mikek member avatar

    mikek

    5 years ago

    Thanks for the quick response! I'm on SuiteCRM and using AdvancedOpen Workflow - have you head anyone assigning groups with that?

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      5 years ago

      Yes, I've heard that supports groups now. That should work well. SuiteCRM comes with the basic version of SecuritySuite. If you have 3+ users in your install (which guessing that you do given you're using SecuritySutie) then you'd get good value with upgrading to Premium which you can purchase here. Here is the feature list difference: https://www.sugaroutfitters.com/docs/securitysuite/go-premium

      Basically, the login/sudo feature alone makes it well worth upgrading. Makes it easy to set up your users, train them, etc.

  3. mikek member avatar

    mikek

    5 years ago

    Actually I think my workflow that assigns it to a user will allow that lead to inherit that users group....is this correct?

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      5 years ago

      That is correct. Just make sure that you have Inherit from Assigned User set under SecuritySuite Settings.

  4. eggsurplus member avatar

    eggsurplus Provider Affiliate

    5 years ago

    Just to follow up and close this out, assigning security groups as part of a workflow is now fully possible via Process Manager. Here is a tutorial that outlines how to do just that: https://www.sugaroutfitters.com/docs/securitysuite/process-manager-adding-groups

    -Jason

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