Understanding role management and security group

Hello!

I have a problem with understanding security concept of SuiteCRM.

In our CRM we have Role Management and Security Group.

For example we have 6 users:

Anna (member of Marketing group)
Bob (member of Marketing group)
John (member of Sales group)
Ivan (member of sales group)
Stepan (member of PR group)
Ksenia (member of PR, Sales, Marketing groups)
Maria

We have 3 security group:
Marketing_group
Sales_group
PR_group

We have 3 role:
Marketing_role (view, edit, delete for group only)
Sales_role (view, edit, delete for group only)
PR_role (view, edit, delete for group only)

We have 1 module:
Candidates.

Case 1

Anna posting some info, let’s assume Candidate1 into Candidates module.
Only Bob and Anna can view, edit, delete.

John posting some info, let’s assume Candidate2 into Candidates module.
Only John and Ivan can view, edit, delete.

Stephan posting some info, let’s assume Candidate3 into Candidates module.
Only Stephan can view, edit, delete.

Ksenia posting some info, let’s assume Candidate4 into Candidates module.

Am I right that Anna Bob John Ivan Stepan Ksenia can view, edit, delete ?

I need to give to Maria permission to view records of other groups, and users from other groups should be prohibited to view Maria records. How can I make this?

I understanding Linux model of security. In Linux we have file which related to users and groups. And we have permission for users, groups.

What about SuiteCRM? To whom related Candidate1,Candidate2,Candidate3,Candidate4 records? Especially I am confused of permission of Candidate4 record.

See if this helps:
https://www.sugaroutfitters.com/docs/securitysuite/example-of-a-typical-setup

… it really helped me.

2 Likes

There is a newer link to the same tutorial here:

–> https://docs.suitecrm.com/user/security-suite-groups/#_a_typical_hierarchy_setup