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.
#1796 - Customers viewing
How can I make sure that users in group A don't see customers in group B?
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9 years ago
You will need to assign a role to Group A with "Group" access in the role grid so that they see only their own customers. Any customer assigned to Group A will then be visible to users in Group A. Any customer assigned to Group B, but not Group A will not be visible. Here is a doc that gives an overview on how a typical setup like this works: https://www.sugaroutfitters.com/docs/securitysuite/example-of-a-typical-setup
9 years ago
When you say ''"Group" access in the role grid '', which access do you mean : The ''View'' column? Because in the ''Access'' column, I don't have ''group'' as a choice. There are only ''enabled'' and disabled''. Thanks
9 years ago
It'll be in all the columns where Group rights would apply. So View, Edit, Create, Export, etc. Access is all or nothing so there wil be no Group option for that one. Hope this helps!
8 years ago
Closing this out, but feel free to follow up if you have any more questions.