Greetings:
We recently migrated from SugarCRM to SuiteCRM. All of the Teams we had implemented have been converted to Security Groups. All of the existing records that were migrated have their respective memberships intact. We had been using the Teams to filter which Accounts some users could see. We have a handful of roles that were migrated which were setup by someone else, not me. By reviewing them, it appears to me that the roles are mostly applying limitations to users, i.e., specifying what they can’t do. Most of the fields on the Roles table are set to NOT SET. I have noted that none of that filtering works post-migration like it did with teams.
I see that according to the documentation that I should generally apply an Owner Only role where all of the columns in the role table are set to Owner Only to all of the groups. I’m wondering if that’s what I need to do in order for the various group to only see the accounts they share group membership with. Can anyone offer guidance?
Thank you.