#1579 - Users under the same role and group can't view each others records
Hi,
I've got 2 users (A and B), assigned to the role "MDP", the role is assigned to the group "SAYG" I have set the access for the role MDP so that the users in it can view the group records in the tasks module
The issue: A and B can't view each other's records.
Note: as an admin, if I go to one of A's tasks, clicked edit, and then save (without changing anything), B will be able to view this record. Also, if I did a mass update for all A & B's tasks, and re-assign to the same group they are already in "SAYG", A & B will be able to view each other's tasks.
Is there anyway to solve it except the manual updating? Also, regarding the emails, how to make A and B view each other's emails?
Thanks,
9 years ago
Hi Tamer,
You'll need to add the SAYG group to all existing records as appropriate. Then going forward they will be auto-added based on your configuration in SecuritySuite Settings. Clicking save is triggering the inheritance based on the assigned user. This explains the behavior that you are seeing.
You can use the Mass Assign on the list views to get the SAYG group assigned to the right records or go directly in the database and do it if you are comfortable with SQL. Everything exists in the securitygroups_records table.
Let me know if you have any questions.
9 years ago
What about the emails, do you have a suggestion of how to make A and B's sent emails visible to both of them? (Related to contacts and leads modules)
9 years ago
With Inherit from Parent enabled, those emails should automatically inherit the security groups that are assigned to the contacts and leads. Then ensure that the users' rights for Emails is set to Group or All.
9 years ago
I mean for the current records
9 years ago
For current Email records that were created before having SecuritySuite installed, it'll need to be done via the database as there isn't a List View in Sugar for them.
Here is a sample query that would grab the groups from the parent record for Contacts and add the groups to the Emails. Make sure to back up your database before running any scripts such as this.
9 years ago
Many thanks for the prompt reply
9 years ago
Glad to help! I'm going to close this case out for now, but feel free to follow up here or create a new case if you need anymore help.