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#2328 - all security groups assigning to records by default
I have 2 security groups setup
when a new lead comes into my system, it is being assigned both security groups that I have in my system
8 years ago
You can configure how you want those groups to be auto inherited on new leads by going to Admin -> SecuirtySuite Settings. This doc covers the setting options: https://www.sugaroutfitters.com/docs/securitysuite/options. Specifically take a look at the "Inherit from" options.
Hope this helps!
8 years ago
Were you able to get what you needed? I'll close this out for now, but feel free to follow up here.