Control what your users can access and save time, money, and frustrations. Lock down sensitive data in 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.
Custom Group Layouts
Create Layouts for Each Group
Using the built-in Studio you can add custom layouts for your different groups so that only they can see certain fields. Have fields that your sales team needs, but that you don't want your support team to see? Great for both optimizing the interface by removing unneeded fields and for hiding sensitive information. Available in all plans, just pick the one that fits your needs to start a 30 day trial.
Copy from an Existing Layout
Take any existing layout and copy it over to a group as a starting point. Once copied you can modify the layout to your exact needs.
Customize Every View
Tweak each view to show only the fields need for that group.
Available in all SecuritySuite plans.
Saving Comment...
-
"Thank you so much. Highly recommend the module to work in teams."
Read More Reviews
Larry Rudd
