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#467 - Multilevel Hierarchy in SecuritySuite
Hello, Can we create Multilevel hierarchy through Security Suite. What I need is: A and B Reports to C D and E reports to F C and F Reports to G Now, Records of A and B should be visible to C, but records of C should not be visible to A and B. Records of D and E Should be visible to F, but records of F should not be visible to D and E Records of A, B, C, D, E and F should be visible to G, but records of G should not be visible to A, B, C, D, E and F A simple tree structure hierarchy where lower node can not see records of upper node but upper node can see records of all node present below it in hierarchy.
For 2 level, I have created successfully with below steps: 1) Create a role with Owner rights. 2) Assign Owner role to the groups 3) Create a role with Group rights. 4) Assign Group role directly to the C and F
Now how to move with next level of hierarchy. I tried to repeat the above steps by keeping A, B, C, D, E, F and G in a new Group with Owner Rights and Group Rights for G. But it made a contradiction, as C and F were also having Group Right. So, records created by A, B, D, E and G started to get visible for C and F also.
I am sure I am moving in some wrong direction.... Your help will be appreciated. Thanks..
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10 years ago
I just answered your question to some extent on a doc page: https://www.sugaroutfitters.com/docs/securitysuite/introduction-video#post_2252
In a typical 3-level hierarchy you would just grant G a role with All permissions and not assign G to a group.
In a 4+ level hierarchy (or a more stringent 3-level one) you may want to take advantage of the Not Inheritable checkbox. By going to a user and checking that for a given group that tells the system to not automatically assign a group to a record that the user creates. This ensures that a group will not then see the record.
10 years ago
Thanks for your quick reply... I made User G and its group as Not Inheritable. But records created by C is visible to Records created by F. I want hierarchy in tree structure where Parent node will be able to view records of all children nodes on n level. Please suggest.
10 years ago
If you don't want C to see F's records then ensure that their rights are either Owner or Group for that 2nd tier.