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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#427 - Private records

Open General Question created by wd 10 years ago
What is the best configuration to have each user have both: 1. Regular records visible to all. 2. Private records based on setting the account as private with all related records private. We created: Role Private with owner only for access, Security Group Private and Assigned a user Assigned account and related entries to security group Private. Others can still see the records.
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    eggsurplus Provider Affiliate

    10 years ago

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