THe “based on Category or Type” portion of the subject to this post is optional. If there is another way to accomplish what I want, please advise.
I am on SuiteCRM 7.13 on Debian 11
I would like to have certain documents only accessible to specified Roles in the Security Suite while other documents are available to everyone.
I have looked at
and
but there is no solution in either
I am thinking that I could reserve a Document Type/Categroy/Subcategory as the setting for Documents I want restricted to, say Admin Roles. But I do not know how to use that in Security Suite to make selective restrictions. I am also open to other ideas.
In the setup for Roles in Security Suite, I can see how to restrict access to ALL documents based on the role of the user, but not selectively restrict access to only specified Documents.
I have also tried using the Security Groups setting for the Document where I assigned the Document to a High-Level (Admin) group, but even after doing that, the lowest level Group was still able to access and download the document.
Any ideas?