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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#2953 - Assign user to Security Group on Lead creation

Closed General Question created by info15 Verified Purchase 7 years ago
Hi We have SecurityGroups - Limited Feature Edition 2.7.1 and when we create a Lead the SecurityGroups panel is not there, we have to create the Lead then edit it to assign to Groups. Is this normal behaviour? We had some Admins create users and so were not assigned to the groups, as they did not know to then edit it again to assign to groups. So we are looking to add the Security Groups choice to the Create form screen. Is this possible? Also, I was going to look unto updating the module before asking the above question, in case its in the latest one, but I cants see Security Group in my purchases, only Security Suite, with different versions (version 6). So has this replaced Security Groups, should I use Suite to to upgrade, how does it affect the settings we have in Groups? Sorry it was a few years ago when we installed Groups, and I've lost touch with the releases of it! Thanks
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    eggsurplus Provider Affiliate

    7 years ago

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