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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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#721 - User data management in using security suite plugin Role and group wise

In Progress General Question created by pixxmedia 3 years ago

HI we have created two group as ABC and XYZ and create two role as salesmen and sale-admin . Here we want to achieve child and parent relationship between this two role. I will explain in brief, Suppose group ABC having the sales men as A1, B1, C1 so for this we have created account for each salesmen and also created role as salesmen. For salesmen we kept the permission of lead module in all value is " Group" , So any of the salesmen in the group ABC login and add there lead or edit there lead and so on it working fine . Here also we have added the role and security group ABC to the role and added each user to role till this step it working fine.

Now I have problem as all sale-men can manage there lead it's fine , But I want to add one role as sales Manager on this three sale-man so he can view all lead provided by all his group salesmen. So I have created new role as sales-manager and try with same access as permission of lead module in all value is " Group" , There are many option as "not set"," Owner","All", and "None" in this . We kept "Group" , But Sale-manager role behave like sale-men if we select "All" option for permission we got both group lead as from "ABC" and "XYZ".

So Please help me that how can we able to display all sale-men lead to sale-manager of particular that we have created , As early I want to achieve parent child relationship between sale-manager and sales-men group wise. Thank you            

  1. eggsurplus member avatar

    eggsurplus Provider Affiliate

    3 years ago

    It sounds like the Sales Manager role is showing all leads for group ABC as you want it to. Yes, in your scenario that would be the same access as A1, B1, C1 as their role is set to Group also.

    You do not want to set to All because that manager would see everything in the system.

    Does this make more sense?

    Alternatively, if you want A1, B1, C1 to see only their own records you would have a role assigned to ABC set to Owner only for rights. Remove the roles directly assigned to A1, B1, C1 as that is redundant. Then have the Sales Manager role directly assigned to the manager user (M1). Add M1 to the ABC group. Now M1 will see M1's records and anything in the ABC group. Be sure to add the ABC group to all leads as well.

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