SecuritySuite - SuiteCRM and CE Teams

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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#413 - How to create Unique layouts for a group but not use the group visiblity to filter the records.

Closed General Question created by 11 years ago

I think I am missing something. In the Commercial version of Sugar you can set fields to Hide or Readonly based on Role. Based on a previous question about your product, I now know how to do that (thanks for your reply), but when I create a Group, set the User to the Group and define the layout (eg EditView) for the Group, it also filters records for the User so when the User logs in, they see the new layout - great, but they don't see records they once had visibility to. What am I doing wrong? I have a feeling that the Group the User belongs to filters records as well sets custom layouts. I just want to use Groups to set custom layouts for the User belonging to the Group and not use the Group feature to filter records.