How to show one module to one user group and other to others

👨‍💻 Development Help
1

i have created 2 roles and 1 is for sales and 2nd is for support
now i customized 2 modules 1 is sales and 2nd is support
but sales user are able to see support module and vice versa
how would i show only 1 module to dedicated roles/users and hide others which are irrelevant from them and show them to relevant users

2

Hi,
roles won’t do the job, you need to use securitygroups too.

  1. create securitygroups as needed (“Support”/“Sales”)
  2. create roles and relate them accordingly to your securitygroups. the roles should use “group” as limitation.
  3. relate a record to one/both of your groups. If you set up the roles correctly, users of group “Sales” can only view those records that have a relation to the Sales-Group (and vice versa).

best idea is to have a look here first:

3

Thank you for your prompt reply, however i created security group of sales and role as sales team, i assigned sales team role to sales group, however sales agent can see the sales team at the top menu and shipping module at the top, i have attached the screen shot of a sales team member and you can see that there shipping module is also visible.

sugar
sugar1915Ă—913 120 KB

4

Ah sorry, its about hiding a module for a specific group. In this case, create a role (e.g. “deny_contacts”), add it to the securitygroup that contains the respective users and set the very first column (“access”) to “disabled”.
As long as there is no other role/group that allows the user to access the module, the menu entry shouldn’t be displayed anymore.