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.

Cancel at any time!
Free Trial

#617 - Creator Group Select

Closed General Question created by Ticomix, Inc 5 years ago

My understanding of this feature is that when I am on the Create/Edit View of a Sugar record, assuming the user I am logged in as belongs to more than 1 group, that I should see a dialog box (or something) on the edit screen that allows me to choose which team(s) I want assigned to that record. Is that an accurate statement? If so, it's not working for me and I'm not sure what else to do.

Thanks,
Matt

  1. eggsurplus member avatar

    eggsurplus Provider Affiliate

    5 years ago

    Hey Matt,

    It is only available when creating a new record (not available when editing a record) and the user logged in must be in 2 or more groups. Just tried it in 6.5.16 and it looked like this: https://www.dropbox.com/s/5r7nmu96t21pdlj/securitysuite-create-select.png

    -Jason

  2. ticomix member avatar

    Ticomix, Inc

    5 years ago

    Jason,
    Thanks for the quick response... I'm not seeing the same thing however. I have it setup correctly via the config settings and I'm logging in as a user who is on 3 groups... I am using the "login as" feature, could that be an issue?

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      5 years ago

      No, that is working as well. Do you have time for a screen share today? Would 4pm eastern work?

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      5 years ago

      Matt,

      Dug around a little bit and it inserts this in include/EditView/EditView2.php->display(). It looks like some custom modules may not use this so it won't show the inserted panel. Are you trying this on a custom module?

      -Jason

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      5 years ago

      After more testing it does work just fine with custom modules as well IF the custom module is hooked up to Security Groups. Meaning that the custom module needs to have the right relationship with the Security Groups module. This can be done via the Hookup Module tool available on the Admin page.

  3. ticomix member avatar

    Ticomix, Inc

    5 years ago

    Jason,
    No, I wasn't trying this with a custom module, just Opportunities (with an out-of-the-box version of Sugar CE)... I'm around tomorrow if you have some time for a quick screen share.

    Thanks,
    Matt

  4. eggsurplus member avatar

    eggsurplus Provider Affiliate

    5 years ago

    We were able to work through this via a screen share. At this point everything seems to be running fine.

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
Saving Comment Saving Comment...
Rating
Rating
  • "SecuritySuite was a very good addition to our SugarCRM implementation helping to integrate different functional teams with strictly specified roles."

    Read More Reviews

Keep up to date on the latest additions

We'll send you an email every month with handpicked add-ons, reviews, tricks and tips. Don't worry, we hate spam as much as you do.