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How to Configure the Security Suite Group Management in Suite CRM

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Configuration Of The Security Suite Group Management In Suite CRM

Security Suite allows control of what users can access. It allows restricting sensitive data in SuiteCRM to specific teams (groups). SecuritySuite comes loaded with options which allow you to configure it to meet your exact needs.This Tutorial covers the following method **Previously created the role management ** snap1 Create a new security group for north assistant manager snap2 Add the user and role north assistant manager snap3 Create a new security group for South assistant manager snap4

Add the user and role South assistant manager snap5 View the security suite group management snap6 Login into the South Assistant manager snap7 Go to the account module snap8 Create a new account And save the process snap9 snap10

View the account module snap11 Login into the South sales rep snap12 View the account module he has only the owner privileges for his account only snap13 Login into the North assistant manager snap14 View the account module he has only privileges for north Team members only snap15 Login into the general manager snap16 View the account module He Has privileges for all modules snap17

With this the method Configuration Of The Security Suite Group Management In Suite CRM comes to end

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Frequently asked questions ( 5 )

Q

What are use of Security Suite Group Management in suite crm?

A

Security Suite allows control of what users can access. It allows restricting sensitive data in SuiteCRM to specific teams (groups). SecuritySuite comes loaded with options which allow you to configure it to meet your exact needs.

Q

What is use of Suite crm?

A

SuiteCRM is a free and open source customer relationship management (CRM) solution that gives users highly actionable insights on which to base critical business decisions, actions, and strategies.

Q

What are the modules that available in suite crm?

A

Accounts module
Bugs module
Calendar module
Calls module
etc..

Q

What are the features of Account module in Suite CRM?

A

Accounts module is the centralised base from which you can create an association with most records in SuiteCRM. It is possible to create a relationship with Contacts, Converted Leads, Opportunities, any Activity such as Emails or Meetings and Cases. Accounts in SuiteCRM will typically hold all information specific to a company that your organisation will have a relationship with. In real world terms an Account may be a business entity that is a qualified Sales Prospect, Customer, Supplier or Re-seller and can be used to track all interactions that take place between these entities and your organisation.

Q

What are the use of Lead modules in Suite crm?

A

Lead is an unqualified contact usually generated from some form of marketing related event, for example it could be a person that has filled out a form on your website or someone that you met at a trade show and you are not sure yet if they have buying authority.

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