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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.

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#1364 - Manager Layouts

In Progress Bug? created by sstewart 4 years ago


   I have multiple security groups for each sales team, all with specific layouts for each group. The issue is, I have a few managers that need access to data in different groups at the same time. This is fine, however, the SecuritySuite/SuiteCRM system seems to be picking what layout the manager views data with at random. Is there any way to assign a default layout (maybe one that includes ALL fields) to manager roles and still have that role have access to data from multiple groups? If not do have any suggestions to get the system to stop randomly picking layouts for managers? Thanks in advance, let me know if you need more info:

SuiteCRM Version 7.10.7 Sugar Version 6.5.25 (Build 344) SecuritySuite File in Use: SuiteCRM_7.10.7_SecuritySuite_v3.1.12

  1. eggsurplus member avatar

    eggsurplus Provider Affiliate

    4 years ago

    Great question. I suggest creating a Manager group, create a layout in Studio that includes all of the fields, then assign your managers to that group. You can then edit the relationship in the Users subpanel for that new Manager group and set it as the Default Group. This will then be the layout that they see.

    Let me know if you have any questions.

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