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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#4106 - Update CRM upgrade Patch file

In Progress Bug? created by itsupport1 5 years ago

How do i update the portal to upgrade.

  1. eggsurplus member avatar

    eggsurplus Provider Affiliate

    5 years ago

    Hi there!

    To upgrade SecuritySuite:

    • Go to https://www.sugaroutfitters.com/orders
    • Grab the version of SecuritySuite that matches your new CRM version
    • Use Module Installer in your CRM to upload and install
    • Once completed go to Admin->Repair and run these 3 processes: Quick Repair & Rebuild, Rebuild Relationships, Repair Roles

    Do not uninstall the existing SecuritySuite version. Leave that in place. If you are also upgrading your CRM always do that first and then do this process.

    Let me know if you have any questions.

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  • "Outstanding plugin. Great flexibility - took a little time to learn about the options, but great to have them available." - tcorlett

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