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.
#69 - cascade add/remove option
imagine small distributor company (metal cutting tools)
manager work on sale process - personal role is Manager (with proper access rights). One manager works with some Accounts records (100 accounts per manager). 6 managers.
internal engeneers have access to all accounts information - EngRole. they consult managers and help to sale (create tech quotes).
now need to give access to some accounts with all related information for external engeneer.
so i set group role for outsource engeneer - can see only Accounts records with assigned group (it is like personal group specially for him). I want him to be able to see all related activities and log calls, tasks, meetings, create some records in custom modules related to assigned accounts records.
now they need manually set group for all records related to account. It is huge work
so it would be nice to have an option - cascade add/remove for such cases
Other add-ons of interest
Glances - Integrate All Your Applications
Accomplish More Every Day. Spend your time on getting things done, not on finding information. Glances securely connects all of your apps and provides a simplified view of the data you need right when you need it, in real time.
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.