Role and Security Group Setup

💬 General Discussion
1

Hi
There is the following scenario which I need to implement on v7.4.3 but I dont know how. Please guide me:
There are 4 teams on our company:

1.Management
2.Sales 1
3.Sales 2
4.Support

Management should be able to see all records.
Sales 1, should be able to see only their own records + Activities that they create for other groups.
Sales 2, should be able to see only their own records + Activities that they create for other groups.
Support, should be able to see only their own records + Activities that they create for other groups.

To elaborate let’s give you an example:
A sales rep creates a Task for a management member. The sales rep should be able to see this activity (To follow up).
A management member creates a Task for himself or other management members. Only the management should be able to see this record. Not other groups.

How can I achieve this?

2

Read the response to this: https://suitecrm.com/forum/advanced-opensales-workflow-portal-support/8881-multiple-user-hierarchy

3

I read that reply. How can I add roles to security group?

4

That topic did not helped (I helped them :lol: )

Anyone any idea?