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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#1861 - Doubt with data sharing within a group

In Progress General Question created by matute 9 years ago
Hi all, not new to SugarCRM, more or less new to SuiteCRM, absolutely new to SecuritySuite. I read everything I could find, got to make everything more or less work, but have one doubt (using the scenario from your example): Group: East Sales Manager: Will, role "Group" assigned directly to him, he sees every record with that security group (SG from now on) assigned. Team members: A, B, C. They belong to this group, the group has a Role "Owners" assigned so they only see their own records. So far, everything working fine. Now: - what if someone wants to make a record visible to every other member of that group? (ie: A wants B and C to be able to see one of his contacts) - what if someone wants to make a record visible to only some of the members of that group? (ie: A wants B to be able to see one of his contacts) The way I was thinking to deal with this is to create a SG for each member and assign the Group role to that SG, of course make every member a member of his own group and have the owner of a specific record share that record with others by adding their own SG. For this to work I assume also the configuration of SecuritySuite should have the "Strcit Rights" selected. Am I doing something wrong? is there an easier way of achieving this? Thanks a lot in advance. MG
  1. eggsurplus member avatar

    eggsurplus Provider Affiliate

    9 years ago

  2. matute member avatar

    matute

    9 years ago

  3. matute member avatar

    matute

    9 years ago

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