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TOPIC: User Privileges by Office Location?

User Privileges by Office Location? 1 week 2 days ago #72842

  • jcrist
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We're using Suite to managing cases (with associated tasks, emails, documents, invoices, etc.)

We're expanding to multiple locations. Management wants to be able to see all cases for all locations but have employees at each location only see the CRM case records (and associated records) that are associated with that location.

It seems we could use the Account as the Office Location and then would need to customize the user module to allow for specifying one or more accounts the user has permissions for then modify all the modules we use to check the associated account and if the user doesn't have permissions for that account don't show the record to them.

Is there an add-on that does this? It seems a multi-office environment like this would be a pretty common scenario. I suppose the other solution would be to have each office have their own CRM instance and then just create custom reporting for management. But the problem is there are "super users" that may need to view/edit records from different offices and having them login and logout of each office's CRM instance would be not the right solution.
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User Privileges by Office Location? 1 week 2 days ago #72843

  • jansiero
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  • Jan Siero
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Hi,

You can accomplish this using the built in security groups:
  • You would assign the employees of each office to a separate group
  • You would then associate the respective group to each case using in the subpanel "Security Groups"

You may have to first generally restrict the access to the cases in admin / Role Management

You can tweak the settings with admin / Security Suite Settings
Regards,
Jan Siero

Siero CRM Consultancy
www.siero.de
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User Privileges by Office Location? 1 week 2 days ago #72845

  • jcrist
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But what about when a new case is created? Will the case and the parent account that is created automatically be assigned to the security group that the user belongs to?

What about if the user is a "Super User" that needs to see all cases. Can they be assigned to multiple security groups? What security group is the case and parent account assigned to when the super user creates a case?

I am not so sure the security groups function has all the capabilities necessary to produce the desired functionality?
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User Privileges by Office Location? 1 week 2 days ago #72847

  • jansiero
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Hi, please take a look the Admin / Security Suite Settings
  • You can setup the group inheritance, default groups for new records.
  • An Administrator can see all cases regardless of assigned Security Group
  • You can also explicitly create a Role for a non administrative user that has access to all cases, or associate multiple groups to a user
  • You can setup to popup a selection of security groups when a user associated with multiple groups adds a new case/ account, see "Security Suite Settings"
  • An administrator can also use mass update to (dis)associate multiple cases or accounts with security groups.
Regards,
Jan Siero

Siero CRM Consultancy
www.siero.de
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