Skip to main content

Managing SuiteCRM Workflow with Role Management SuiteCRM

By December 12, 2019January 9th, 2020SuiteCRM

Role management SuiteCRM controls the users that can access a specific module and the operations they are authorized to carry out in the modules. An administrator can configure the role settings in SuiteCRM and has the liberty to place restrictions for the entire module or just for chosen fields on records in the module.

You can optimize the security framework of SuiteCRM by using both permission types combined for a specific role. The Team Management settings should also be leveraged for effective role management.  We will take a look at how you can manage SuiteCRM workflow the easy way with effective role management strategies.

Role Management SuiteCRM The Top Tips

Role management SuiteCRM can be used to manage the workflow through different ways. Today we will find out how you can use SuiteCRM Role Management for various tasks and how to do them.

Assigning Roles to a User

Administrators can set up different roles and assign users of the system to the roles. A user can have single role which makes it simple to manage their access. You can also assign multiple roles to a single user and SuiteCRM will adopt a high restrictive policy to determine the appropriate access levels of the users.

For example, you may have assigned a role to a user which involves deleting accounts. At the same time he is also assigned to another role which prohibits deleting accounts. In this case, SuiteCRM will restrict him from deleting any account as it relies on the most-restrictive setting.

Administrators cannot be assigned roles as their rights and privileges override any limitations put in place by Role Management SuiteCRM.

Configuring Module Access

You can enable or disable module access while setting up a role. The following module-level access options are available to you-

  • Not Set (default): No particular setting will be affected by the role.
  • Enabled:Allows the user to view the module
  • Disabled: The user cannot view the module

High-Level Module Access Types

Apart from the usual stuff that you can do with SuiteCRM, you can also grant special permissions for users.

You can assign different access permission types for enabled modules. The following options are available to you-

Normal

Normal access is given to regular users. Based on Team Membership, it enables users to view and manage information.

Admin

Allows a user to control all records in a module irrespective of Team Membership options. Admins don’t have access to developer tools such as Workflow Management and Studio.

Developer

Users can customize a model with access to developer tools such as Dropdown Editor, Workflow Management and Studio. Developers will need adequate Team Management to view the records in a module.

Admin and Developer:

Users have access to development and administration tools and can also manage and view records in modules even without team membership. The following SuiteCRM admin and developer roles are pre-defined in SuiteCRM-

  1. Customer Support Administrator: Full access to Knowledge Base, Contacts, Accounts, Cases, Tracker and Bug
  2. Marketing Administrator: Full access to Target Lists, Targets, Campaigns, Leads, Contacts and Accounts
  3. Sales Administrator: Full access to Quotes, Opportunities, Leads, Forecast Schedule, Forecasts, Contacts and Accounts
  4. Tracker:Can access custom and pre-define Tracker reports and Tracker module

Controlling Activity Permissions for Module

The user relationship to records can be used to limit activities in an enabled module. You can set the following module-specific activities-

  • Delete: Gives a user the ability to delete. If you have selected “None,” then the Delete button will not be visible on list views and record views.
  • Edit: A user can delete the records. If “None” is selected, then the Edit button will not appear on list view and record view.
  • Export:A user can export entire database records. If “None” is selected, then the user will not be able to see the Edit button.
  • Import: Gives a user the ability to update or import new records. If “None” is chosen, then the Action button will be hidden from the user.

If you are looking to build on a crm solution that can help boost productivity and aid in proper role management SuiteCRM, look no further. These tips are sure to make your role management SuiteCRM a lot easier than you thought possible. Have you tried it out yet?

Nasir Khan - CRM Expert

Nasir Khan - CRM Expert

More than decade serving client-contact, consistently contributing above average, expertise been honed in cultivating strategic relationship, anticipating problems and communicating with warms, persuasive conviction. • Positioned SugarCRM as the most favorable CRM for BFSI industry in India