Hello,
I don’t understand why when I assign a task related to an opportunity to a user, this user can’t access the opportunity.
Hey @emmepi22 assigning a task to a user doesn’t automatically give them access to the related opportunity. Access depends on their role permissions and security group settings.
You’ll need to check if the user has permission to view Opportunities, or if they’re part of the same security group as the Opportunity.
Thanks for your reply. I want that if I assign a task related to an opportunity to a user, even his security group is added to the opportunity. It used to work like this before.
Got it! @emmepi22
It sounds like there was a custom setup earlier that automatically added the user’s group to the Opportunity when a task was assigned. That’s not default behavior in SuiteCRM, so it might’ve stopped working due to an update or change.
If you’d like, I can have our team check and help bring that back. Just let me know!
@emmepi22 The reason the user can’t access the Opportunity linked to their Task is due to SuiteCRM’s role and group permissions. We’ll configure security groups with inherited access so users assigned to related tasks can also view the opportunity. This will ensure smooth access control and visibility going forward
is it possible to do that through User interface or is it necessary to edit custom php files?
Yes @emmepi22 , some parts can be configured directly through the SuiteCRM UI, especially assigning security groups and setting role permissions. But to make security groups automatically inherit access (like when assigning a Task and expecting the related Opportunity to be shared), that typically requires custom logic—like a logic hook or a workflow with custom PHP code.
If you’d like, we can help set this up so it works just like before.
Let me know how you’d like to proceed! 