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!
