security group and roles

💬 General Discussion
1

Hi,

Thanks for your great work on this project, we are almost done from moving away from Salesforce but I would need a clarification.

Could you please help me to understand how security groups are working agains roles ?

I have
user1 assign to role A
Role A is assigned to security group 1

user2 assign to role A
Role A is assigned to security group 1

I have’ Filter User List ’ enabled.

when i try to assign a record from user1 , i cannot see user2.

however I I do:

user1assigned to security group 1
user1assigned Role A

user2 to security group 1
user1assigned Role A

it works, I think I wrongly understood how it should work.

my goal is to have

Support A team part of ROLE A not having access to sales modules but can see all cases records (security group A + C)
Sales B team par of ROLE B to see only sales modules in security group A )
support C team ROLE C to see only cases record from security group C.

I hope having explained things correctly.

Many thank in advance.

Regards,
BM.

2

Topic closed, resolution:

Very simple solution I used:

for my main organization support users and records , no security groups.

for my second support group users and records, I set a security group then i limit the user to see only the group records.

for my third support group Users and records, I set a security group then i limit the user to see only the group records.

my main support group can see all groups records but the other can see only their groups records.