We are applying security groups and roles for the first time to our suitecrm installation after using it in production for a few years. We have many records in all the modules–accounts, contacts, cases, & etc.
What is the most efficient way of properly applying our security groups to the many types of records? For example, if we apply Security Group 1 to a set of accounts, how do we apply the same security group to all the related records of the account? Is this done automatically, or does this have to be done manually in the database?
Our Group users can’t see the related records of their accounts, and I’m assuming it’s because the Group must be added to each individual related record (contacts, cases & etc.).
Thanks in advance for the help.
I know there are mechanisms to apply security groups automatically when you create a related record under an account, for example. There are settings for that also (inheritance).
But I am not sure they exist when applying to existing records. So you could start by testing it. You can use the “Mass assign” function from any List View to add Security Groups to a large number of records. (Be careful not to make that operation too long or it might exceed your timeout settings.)
Maybe start by doing it just for a couple of accounts and see if it has any effects on related records. I don’t think it will.
So then you are left with doing things in the database, but then that is going to be much more efficient in terms of performance.
If you go down this path, please share your SQL scripts when you’re done. 