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.
#413 - How to create Unique layouts for a group but not use the group visiblity to filter the records.
I think I am missing something. In the Commercial version of Sugar you can set fields to Hide or Readonly based on Role. Based on a previous question about your product, I now know how to do that (thanks for your reply), but when I create a Group, set the User to the Group and define the layout (eg EditView) for the Group, it also filters records for the User so when the User logs in, they see the new layout - great, but they don't see records they once had visibility to. What am I doing wrong? I have a feeling that the Group the User belongs to filters records as well sets custom layouts. I just want to use Groups to set custom layouts for the User belonging to the Group and not use the Group feature to filter records.
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SugarCRM Login Tracker
It is not what the software does, it is what the user does with the software that makes your CRM software successful in your business. Track sales and service productivity by seeing how often users of your SugarCRM or SuiteCRM system are logging in, and how often.