Prohibiting View of Subpanel

Hello.  First time posting a question.  Using SUGAR Enterprise V13

I have been tasked with figuring out how to prohibit (or allow) selected users to vew selected information on a Record/Account subpanel. Was thinking of using Team/Role Permissions and when the original record is created assigining it to a specific Team.  This does not seem to be working when a user form the selcted team views tha account, the document is not populating 

Summary:

Accounts can be viewed by everyone (set accounts to Global)

Prohibit a group from viewing doucments not assgined/created by the user on the Documents SubPanel 

I have tried different configuration of permissions.  All seem to be on the Module, not the Subpanel. Any ideas on the correct configuration?

How do I (if it can be done) set permissions on a subpanel?

Any other suggesitons on how to configure this scenario?

Thanks in advance for any ideas/help!

Parents Reply Children
No Data