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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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#741 - Inherit security group to all related entries on assign user.

In Progress General Question created by velrest 3 years ago

Hello,

I have a Security Group A and users assigned to A should only see for instace opportunities assigned to them. This works but all related entries of an opportunity created before the user is assigned are not visible for the user. only relations added after the user was assigned inherit the security group A. Is ist possible to set security group A on every related entry when the user is assigned? if not is there another possible way to solve this?

Thanks!
Velrest

  1. eggsurplus member avatar

    eggsurplus Provider Affiliate

    3 years ago

    Hi Velrest,

    Is that your typical workflow where people get reassigned to an Opportunity later on after activity has been added to it instead of when the Opp is initially created?

    Unfortunately when you assign a user it doesn't inherit the groups to the children records, yet. It's something that we are exploring adding. An alternative is to have a logic hook on the Opportunities module that detects when a new user is assigned and then adds that group to all children records. If you or someone on your team is able to customize SuiteCRM I can post some starter code here that may help.

    • velrest member avatar

      velrest

      3 years ago

      At the time i cant reach the sales team and since i am only a dev i cant say for sure that our workflow is unchangeable.
      About your alternative. I would have to add a LogicHook for each module my Security Group has access to and i would have to make code changes if permission for security group A get expanded. I probably have to override the assign to functionality. i need to check if i can implement that without breaking update safety.

      Tips an tricks are very welcome!

      Thanks for your help!
      Velrest

    • velrest member avatar

      velrest

      3 years ago

      Hi,

      I just wanted to ask if inheritance of security groups (as mentioned in original question) is now on your roadmap since you stated that you are thinking of adding it.

      Thanks.

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      3 years ago

      Yes and no. Not officially committed to it yet.

  2. ganisdulyapach member avatar

    ganisdulyapach

    2 years ago

    Any update?

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      2 years ago

      No updates at this time. What folks currently do when this is needed is create a logic hook that applies the desired changes when a new user is assigned.

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