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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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#3982 - Providing Access to Pre-Existing Records

Closed General Question created by jeffc 6 years ago
Been using SecuritySuite for a couple years now and our company is now splitting into two branches. One branch is all the existing users, and the new second branch is new users. We want the users to only see the records for their branch. So we created a security group for each branch, and created roles. What happens though is as soon as we add an existing user of the original company to the role for Branch A, they can't see any of the records that were previously created before we were using SecuritySuite. I guess we need to migrate all the records into that Branch? If correct, is the only way to do that via writing a custom script that reads the ID field of all the records in the modules we are using and creates a record to relate those records to that branch in the securitygroups_records table? Thanks
  1. jeffc member avatar

    jeffc

    6 years ago

  2. eggsurplus member avatar

    eggsurplus Provider Affiliate

    6 years ago

  3. jeffc member avatar

    jeffc

    6 years ago

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