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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#4009 - user group preference

In Progress General Question created by dsanchezcrm5 3 years ago

Hello I have a question. If an user belong to more than one security group and each of them has a different layout. What is the preference order to use custom layout? Thank you

  1. eggsurplus member avatar

    eggsurplus Provider Affiliate

    3 years ago

    Great question! In a security group you can go to the Users subpanel, edit a row, and set the Primary Group checkbox. This will take precedence as the primary layout to use. Otherwise, it grabs whatever comes back from the database first.

  2. dsanchezcrm7 member avatar

    dsanchezcrm7

    3 years ago

    Thank you for your fast answer.

    A last question.

    It could be posible to use a layout according to a variable or a behavior similar to strict right

    For example. 3 Security groups each of them with a layout. A user who belong for the 3 groups. The user uses a layout according with the groups assigned to the record, or a field in the record

    Again, Thank you and congratulation for for your work

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      3 years ago

      Not out of the box, but if you or someone on your team is comfortable with PHP then it is possible to do that.

      For example, if you need a specific detail view layout to show based on a field value you would add your logic to /include/MVC/View/views/view.detail.php in the preDisplay() function. It'll be obvious where the SecuritySuite logic is there. Alter as needed for your needs, but back this up as it will be overwritten after every CRM upgrade.

      Hope this helps!

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