I want to create a private area (private contacts) that can be accessed only by a certain number of people and create a shared area (shared contacts) for all other users.
How can I do this? By creating groups in suitecrm?
I have configured the software with LDAP, would creating groups with openldap be more appropriate for what I want to achieve?
Thanks for your help.
Have you found a solution for this?
It sounds like Security Groups / Roles would be ideal for this!
Off of the top of my head, two ways to tackle this could be:
- Set up 2 Security Groups, (“Private” & “Shared”), each associated to a Role
This role should have “Group” permissions set for Contacts
Then, assign the appropriate Security Group to the relevant Contacts
(via Contacts->Security Groups subpanel)
- Create a new Module called “Private Contacts”
Create two Security Groups, (“Private” and “Shared”)
Give the “Private” group a Role that has Permission to view the “Private Contacts” module
Give the “Shared” group a role that has NO permissions to view the module
Those are just rough ideas, but hopefully they should be a place to start!
Here is some documentation on Groups/Roles, should you need it: