SecuritySuite - SuiteCRM and CE Teams

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.

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#1034 - auto-assign of documents

Closed General Question created by sugar_user 10 years ago

hi jason,

if i assign a contact to a security-group, the documents "under" this contact will not auto-assigned to this security-group. is this possible?

thx, sugar_user

  1. eggsurplus member avatar

    eggsurplus Provider Affiliate

    8 years ago

    I'm not sure how I missed your case. I am so sorry!

    It isn't possible to do this if the document already exists. You would manually have to do it. For new documents though the group will be inherited by the contact based on your SecuritySuite Settings.

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