Allow clients to login as users

💬 General Discussion
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Hi guys, is it possible to configure user permissions in such a way that it allows external clients to have a user and be able to see records of modules related to their account?

Thanks!

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Hi @andresrom
Yes, it is possible to achieve what you are looking for. With the help of Google Sign-In functionalities you can configure the external users and they will be able to access your SuiteCRM. Also, SuiteCRM allows you to create new roles and set the permissions View, Access, Edit, etc.

Thank You, If have any query feel free to ask.

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Hi @andresrom,

Even without the use of the plugin, this is achievable with the mentioned Roles and Security Groups along with a per-client user, however, I would highly recommend against it! For numerous reasons most of which relate to security and control of data.

One system that is prebaked into SuiteCRM is the Joomla Portal intended for case management. This system is separated from the main CRM and connects via the API which would provide a superb and secure base for allowing clients to maintain their own data. You would require code customisations to achieve the full functionality you required however the framework is all there.

Hopefully this assist :+1:

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Thank you @brucemcIntyre and @Mac-Rae . I will dig into the Joomla portal. I dont have very much skills in code custommization, but ill give it a try…

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  1. If you have limited no. of client’s who needs to access data. You can create a user of CRM and give them limited roles and Security groups to records as per your needs.
  2. Either you choose a portal as suggested by @Mac-Rae which is based on Joomla here is the documentation for the same Cases with Portal :: SuiteCRM Documentation ,
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