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

#69 - cascade add/remove option

Open Feature created by kir 6 years ago

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

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
Saving Comment Saving Comment...
Rating
Rating
  • "Couldn't do without it. Highly recommended and I guarantee that you will not find another alternative."

    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.