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Prevent users from creating related records for specified modules

Question asked by Greg Barrass on Apr 22, 2019
Latest reply on Apr 23, 2019 by Greg Barrass

We have a scenario where users need access to, for example, the Notes module. However we want to limit their ability to create notes linked to certain related modules. For example, we permit them 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.

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