Team-based / Role-based permissions on Action Buttons?

Hello,

Is there a way to set team-based or role-based authorisations on the action buttons?

I have built a button that should only be made available in the subpanel as a dropdown and the action behind it should perform a field value change. Everything works fine, but the function button should only be available for certain teams and/or roles. Is it possible to introduce these restrictions?

Many thanks in advance for your feedback.

Martin

---------

12.0.4 ENT
On Premise

Parents

0 Enrico Simonetti 9 months ago
Hey Martin Neitzke

Action buttons behave somewhat like a new field, so you should be able to apply Roles permissions at the field level to them. See here

When that's not enough, you always have the option to create a customisation to suit your exact needs.

Hope it helps
--

Enrico Simonetti

Sugar veteran (from 2007)

www.naonis.tech

Feel free to reach out for consulting regarding:

API Integration and Automation Services

Sugar Architecture

Sugar Performance Optimisation

Sugar Consulting, Best Practices and Technical Training

AWS and Sugar Technical Help

CTO-as-a-service

Solutions-as-a-service

and more!

All active SugarCRM certifications

Actively working remotely with customers based in APAC and in the United States
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel

Reply

0 Enrico Simonetti 9 months ago
Hey Martin Neitzke

Action buttons behave somewhat like a new field, so you should be able to apply Roles permissions at the field level to them. See here

When that's not enough, you always have the option to create a customisation to suit your exact needs.

Hope it helps
--

Enrico Simonetti

Sugar veteran (from 2007)

www.naonis.tech

Feel free to reach out for consulting regarding:

API Integration and Automation Services

Sugar Architecture

Sugar Performance Optimisation

Sugar Consulting, Best Practices and Technical Training

AWS and Sugar Technical Help

CTO-as-a-service

Solutions-as-a-service

and more!

All active SugarCRM certifications

Actively working remotely with customers based in APAC and in the United States
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel

Children

0 Martin Neitzke 9 months ago in reply to Enrico Simonetti

Hi Enrico,

thanks for your feedback, but the Action Field does not appear in the Role Configuration. If I want to add access at php level on a role basis, how can I go about this?
Cancel
Vote Up +1 Vote Down

Sign in to reply

Verify Answer

Cancel