Hi all,
Long time geek and new to SuiteCRM user here. I’m trying to do some customization for a client. The requirement is to:
a) for users to store files for themselves, that are ‘personal’ to them and
b) create a global repository of files that all users can access. A ‘Library’
On my test system, I found that I could create a FILE module and deploy it, but I can’t figure out how to get the access permissions I need.
Looking for some direction.
Many thanks!
Bump… Anyone?
You have to look at Security Suite.
I am not familiar with the details but start searching theforum, the manual and then google. You will find instructions on how to set it up. It shouldn’t be difficult.
I wouldn’t create a special module if I were you, just use the Documents module, or Notes with attachments.
You can read up on it here:
https://pgorod.github.io/Concepts-Docs-Attach-Notes/
Then use Security Suite, like amariussi said, to control accesses. You can learn about that here:
https://www.sugaroutfitters.com/docs/securitysuite/example-of-a-typical-setup