by eggsurplus

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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#3612 - Access permissions for Documents

Open General Question created by jreutter Verified Purchase a year ago

Greetings. We're attempting to set up a structure where a user can save purchase agreements, invoices, equipment specifications, etc... for their customers, and these documents are not visible or accessible to other sales representatives (but visible to management). While at the same time having other documents that are accessible to all sales representatives (purchase agreement template, tax-exempt forms, warranty registration forms, etc...

I've attempted multiple structures and have not been successful so far. Is it possible to set up SecuritySuite to allow users to save Documents only they (and their manager) can see and have access to, while also having other Documents that all users in a particular group have access to? Thanks.

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