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.
Let me know if you have any questions from the doc. All of the pieces there need to be in place for it to work correctly. Also do a Repair Roles to be safe.
9 years ago
Hi there,
There are a number of factors for why it may not be working. The first thing I would recommend is reviewing this example guide and see if you missed any of the steps: https://www.sugaroutfitters.com/docs/securitysuite/example-of-a-typical-setup.
Let me know if you have any questions from the doc. All of the pieces there need to be in place for it to work correctly. Also do a Repair Roles to be safe.
Cheers, -Jason
8 years ago
Closing this out, but feel free to follow up if you have any more questions.