Hello everyone!
I think what I want to achieve can be made with the free version of Security Suite (the one included) but I don’t understand it quite well.
My situation is:
The users will be created for different companies to access to certain parts of the CRM. The intial roles are OK, but the roles can change.
Once a company is working in a project, this user from the company should be able to see this project documentation. So this is a role change.
Now I have it this way and it’s not working:
User 1 → Role Empresa:
And when the User 1’s company starts working in a project, can I add a certain security group to assign more permission to user 1? So that the User1 can now see the documentation and edit it?
Thank you!
Hi. There is only a free version of SuiteCRM, no other non-free version available.
And yes, the free version includes all you need for that.
This is the article I normally recommend to understand Security settings:
https://www.sugaroutfitters.com/docs/securitysuite/example-of-a-typical-setup
Normally the user roles and groups are constant, what changes is the assignment of specific records into and out of groups.
I read the article before posting, but I don’t see how adding a security group can make a user see the documentation.
The settings for the Security Suite are:
Additive Rights UNCHECKED User Role Precedence UNCHECKED
Strict Rights CHECKED Filter User List UNCHECKED
New User Group Popup CHECKED Use Creator Group Select CHECKED
And I created a Security Group, assigned the User 1 and assigned a role with these settings:
Documentation: Edit–> None | List–> All | View --> All
But nothing changes.
There is a third side to that puzzle, which is assigning records (a contact, a lead, a document, any type of record) to the security groups.
So for Documents, you would go into a single document’s record, in the detail view, scroll all the way down and add an entry in the “Security” subpanel.
You can also mass assign to do this quickly for many records.
Okay, I hadn’t thought of that.
I rebuilt the relationship with the security group as it didn’t appear in the Documents section. Now I add the same security group that I have explained before to the document and I still can’t see it.
With the settings that I explained, once the User1 is in records, he should have access to all the records, but I can’t see any of them.
Stop right there…
It really has to be there. I don’t think you can remove it (maybe you can just hide it).
And what do you mean “rebuilt”? Did you create a new relationship? That’s not the same thing, you need to use the original relationship. Every record in SuiteCRM has it.
It was a custom module for Documentation, I now have “Documentation” and “Project Documentation”. When I created it, the Security Group panel didn’t appear although the relationship was there. So I went to the admin view --> repair and rebuild --> rebuild relationships.
EDIT: I tried with the original Documents module and same happened.
I suggest you keep doing your experiments with the default Documents module until you get it right, only then move to the custom module.
It’s just a matter of re-reading that page I linked, it works for many people. But it is a bit complicated and it’s easy to make mistakes.
Make sure you create your Roles like suggested in that document (all, owner only, group only)
In Role management, use can the option on the left-hand menu to see Roles by User, that helps check things out.
Hi! I have been with other tasks and couldn’t answer until now. I finally did it and this is the configuration I used:
User 1 → Role 1.
Role 1 → Documents → Group (It only works in Group, not in Property).
Role 1 extra → Documents → All
Security Group 1 → assigned Role 1 extra and User 1.
Assign Security Group 1 in each Document.
Now I’m struggling a bit because it’s not working with the reporting module that comes with SuiteCRM.