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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#3785 - Group layout doesn't work

Open Bug? created by Hermes-Epitek Verified Purchase a year ago

Hi

I saw a post similar to my question here: https://store.suitecrm.com/support/securitysuite/2709 but I couldn't find any solution to it.

So I have default department security group for each employee. The employee each belong to different category (support, sales, engineers, etc) according to their job functions. I have a custom module "Service Activity" which can be accessed by all categories of employee but their view can be a little different.

I created a security group "view-support" and grant to the support employees because they need to view fewer fields in "Service Activity" custom module. I did the group layout and have ensured the group is granted properly. I have "Save and Deploy" and tried "Repair and Rebuild" but my support staff is still viewing the default layout (which displays all fields) instead of the "view-support" layout.

Notice that this employee has 2 security groups: the default department group, and the "view-support" group. After I remove the default department group then he is able to see the "view-support" layout. Does multiple grouping setting not work for the custom layout function?

Thank you.

  1. eggsurplus member avatar

    eggsurplus Provider Affiliate

    a year ago

    Great question. If a user is in multiple groups it just grabs the first layout it finds. However, you can market a user's membership in a group as the Primary Group in the Security Groups subpanel for a User. This will then determine which layout to show.

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