If you are a SuiteCRM owner, you can provide users with field-level access in your CRM through SuiteCRM Field Level Access Control. Our plugin enables the admin to display only relevant field data to users who have been assigned roles.
Sugar CRM Plug-in Installation
To start with the installation, Log-in as Administrator into SuiteCRM. Go to the Administration page and click on ‘Module Loader’ under ‘Developer Tools’ section to install the package.
Browse the zip file and click on ‘Upload’ button under Module Loader screen. After uploading package, click on the ‘Install’ button to install the package.
Click on ‘Commit’ button to finish the installation. After successful installation you can see ‘SuiteCRM Field Level Access Control Plugin’ installed in plugin list on Module Loader page.
Now, need to repair your SuiteCRM Instance. For that go to Administration page and click on ‘Repair’ link, then click on ‘Quick Repair and Rebuild’ link.
Once you have installed the extension, navigate to the ‘Field Level Access Control’ section and click on ‘License Configuration’ to validate the license and module configuration.
By clicking on it you will be redirected to the ‘License Configuration’ screen. Now validate the license by entering the provided license key in ‘License Key’ field and clicking on ‘Validate’ button.
By clicking on it you will be redirected to the ‘Field Level Access Control Configurations’ page. Now to apply the field access to specific role, choose the role from ‘Role’ dropdown list.
Thereafter, choose the module from ‘Module’ dropdown list for which the field access is to be applied.
After choosing the module, you can view the complete field list which belongs to the selected module.
Now to change the Access Control of any specific field click on its specific value. By clicking on it you can view the dropdown in which you can set the required access option for that specific field.
Note: Field Access will only be applied on the Users which are added under selected role.
There will be mainly 5 Access options for Field:
Not Set: Does not restrict or grants access to this field. When permission is ‘Not Set’ the user will be having ‘Read/Write’ access by default.
Read/Write: The user can see the value of particular field in all views and be able to make changes to it via edit view or quick edit.
Read/Owner Write: The user can only see the value of specific field in all views, if the user is ‘Owner’ then only he / she will be able to make changes through the edit view or quick edit.
Read Only: The user can only see the specific field in all views, he / she will not be able to make any changes to it.
Owner Read/Owner Write: The ‘Owner’ user can only see this field in all the views and make changes in the edit view or quick edit.
To apply field access for any specific user, he / she must be under the specific role.
Moreover, to assign any user a role, go to the detail page of the Role from ‘Role Management’ module and click on ‘Select User’ button.
Along with this you can also create groups containing multiple users and manage the access rights for that particular group.
To create a group, navigate to Admin -> Users section and click on ‘Security Suite Group Management’. Thereafter click on ‘Create a Security Group’ and enter the required details in it.
Once the group is created you can add the ‘Users’ and ‘Roles’ to that particular group from the respective subpanel in the detail page of that particular group.
Thereafter, follow the similar steps for Field Level Access Control and choose the particular role under which the required group is added from ‘Role’ dropdown list to manage the Field Access Rights for the selected group.
Now login from the selected user’s account. The user can easily view the effect applied on the selected fields which was applied by admin (i.e. In Read/Owner Write access owner of the records will only be able to edit that particular field).
If any of the other users accesses the field of particular record, he / she will only be able to view the field as per the ‘Read / Owner Write’ access right.
Other add-ons of interest
Analytic Reporting Tool Basic
Dynamic Reports and Interactive Charts.
Powerful tool for SuiteCRM report creation and data analytics. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool is for anyone, no need for technical knowledge or SQL. Comes with over a hundred prebuilt reports.