SuiteCRM Version 7.10.4 which I guess is built upon Sugar Version 6.5.25 (Build 344) since both show on Help > About.
I was told the reason it had been set up the way it had was so that the sales person could create and access any sub-items created (like a contact for an account). It doesn't appear to me that removing this checkbox would change that.
Additive Rights & User Role Precedence are both checked. But if their is no role assigned to the user directly, how can it take precedence? Is assigning roles to groups in this scenario the right way to go about accomplishing what I'm trying to do?
So say Joe is the sales rep for ABC Corp and is the Assigned To. As a result, the account inherits his security group. He creates a few contacts, notes, and an opportunity for ABC Corp. They all inherit ABC Corp's security groups which includes Joe's security group. However, Joe then gets transferred to another region and now Jill will be taking over ABC Corp. Through an integration with our ERP, the "Assigned To" field automatically gets updated to Jill and due to the "Inherit from Assigned To User" setting, ABC Corp inherits Jill's security group. However, Jill cannot see any of the contacts, notes opportunities that Joe had created. Is there a way to set up security groups and/or the system so that Jill could now SEE those related to/child records (and doesn't need to become the "Assigned To")?
And just to confirm how our system is currently set up... We have a 'Salesperson' role and within that role, the Accounts module is enabled with Edit-Owner, Export-Owner, List-All, View-Owner and the rest are None). The reason List is set to all, is so that anyone with the role can see all of the accounts from the List view and see the limited info available but without actually being able to access its details. For Contacts, Notes and Opportunities, they're Enabled with Edit-Owner, Export-Owner, List-Owner, View-Group and all others are set to None. Each sales rep has their own security group with all of their accounts assigned to that security group. The salesperson role is then assigned to each of the security groups.