Enhance Role Based Security for Related Modules

Idea created by Greg Barrass on Apr 23, 2019
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    Score5
    • Greg Barrass

    We have a scenario where users need access to, for example, the Notes module. However we want to limit their ability based on their Role to create notes linked to certain related modules. For example, we permit a Role to create a note related to the Cases Module but not to the Accounts Module.

     

    I do not believe this is possible with standard security tools in Sugar.

     

    We are  using Sugar on Demand 8.3 and shortly upgrading to 9.0.