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.

Free 30 day trial
Try it Now

#72 - records visibility by creator user

Closed Feature created by mcindietech 6 years ago

Hi again,

I try the basic security plugin. I need that the records created by a user (e.g. ME) can only seen by the creator user (ME).

I have created two security groups. PARTNERS and DIRECCION, I have one user assigned each group: PARTNER (USER1) and DIRECCION (user2). Now, with user1 create one account and and then I assign this account to the user1 and his security group, PARTNER.

Then, I logging with user2 and go to the account list, and user2 can see the account1, but account1 is assigned to user1 and his security group.

Why can user2 see the account created by the user1? its possible that user1 only can see his records, and the same user2 or whats wrong in the configuration? I need the pro version?

http://grab.by/kzDK

Thanks!

  1. eggsurplus member avatar

    eggsurplus Provider Affiliate

    6 years ago

    You need to use Roles to determine what users can do with the records. In your case, the users need to be assigned a role with Owner permissions to view/edit/delete/etc.

  2. mcindietech member avatar

    mcindietech

    6 years ago

    Hi again,

    I have configured roles (owner or group) and yes, the plugin works fine and now I can control the visibility of information by group or user.

    Thanks!

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      6 years ago

      Excellent! Glad you got it working. Let me know if you need anything else.

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
Saving Comment Saving Comment...
Rating
Rating
  • "The perfect solution for managing security. Very stable and easy to implement. Must-have add-on for every CE implementation!"

    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.