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

#809 - Security suite and quotes

Closed General Question created by ece Verified Purchase 5 years ago

Hi, I'm trying to manage security on qutotes using Security suite but unlike accounts or contacts, I cannot assign any group to the quotes. I created a relation between quotes and groups, now I can assign a group to a quote but it doesn't seem to affect the security.

  1. eggsurplus member avatar

    eggsurplus Provider Affiliate

    5 years ago

    Hello ece,

    If you created the relationship via Studio then it will not work as Studio is very limited in how it can create relationships and therefore cannot create the special relationship needed to hook up a custom module with SecuritySuite.

    There is a feature in the full version of SecuritySuite called Hookup Module (https://www.sugaroutfitters.com/docs/securitysuite/features#custommodule ) that creates this special relationship correctly and without needing any coding skills. You can try to custom code a relationship if you don't want the full edition, but if you have ever dealt with SugarCRM coding you will know how much of a pain it is to create relationships.

    -Jason

  2. ece member avatar

    ece Verified Purchase

    5 years ago

    Ok thanks Eggsurplus,
    I have another question relating to the same product.
    When I create a lead with a user associated to 2 security groups, the lead is automatically associated with those two security groups, is there a way to avoid this automatic association ?

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      5 years ago

      Absolutely. You can tweak the options by going to Admin and then Security Suite Settings. Here is an overview of the options: https://www.sugaroutfitters.com/docs/securitysuite/options

  3. ece member avatar

    ece Verified Purchase

    5 years ago

    Ok great
    Thanks

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.