SugarCRM Field Level Access Control Plugin - AppJetty

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USER MANUAL
TABLE OF CONTENTS
Introduction......................................
..............1 Benefits of Field Level Access
Control............1 Installation
Configuration ...........................2 Sugar
CRM Plug-in Installation ...................2 Lic
ense Configuration ...............................
..4 Extension Configuration ......................
...........5 Contact Us .........................
.............................9
FIELD LEVEL ACCESS CONTROL Version 1.1
Compatibility Community Edition 6.5.
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Introduction
USER MANUAL SugarCRM Field Level Access Control
AppJetty provides effective solution in the form
of Field Level Access Control which provides
facility to manage the access rights of certain
fields for specified users based on the roles
assigned to those users. Using the plugin
SugarCRM admin can restrict default as well as
custom module fields from certain users who are
not supposed to view the fields. The restrictions
can be applied on list views, detail views, edit
views, pop ups and dashlets.
Benefits of Field Level Access Control

• Helps to maintain confidentiality of business
  data.
• Manage Access Rights for the users based on the
  roles assigned to them.
• End users can be more productive and focused by
  avoid accessing fields irrelevant to them.
• Display only the relevant and related fields and
  data before different users to whom different
  roles are assigned.

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Installation Configuration
USER MANUAL SugarCRM Field Level Access Control

• Sugar CRM Plug-in Installation
• To start with the installation, Log-in as
  Administrator into SugarCRM. Go to the
  Administration page and click on Module Loader
  to install the package.

• Browse the zip file and click on Upload button
  under Module Loader screen. After uploading
  package, click on the Install button to install
  the package.

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• USER MANUAL SugarCRM Field Level Access Control
• Click on Commit button to finish the
  installation. After successful installation you
  can see
• SugarCRM Field Level Access Control Plugin
  installed in plugin list on Module Loader page.

• Now, need to repair your SugarCRM Instance. For
  that go to Administration page and click on
• Repair link, then click on Quick Repair and
  Rebuild link.

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• USER MANUAL SugarCRM Field Level Access Control
• License Configuration
• Once you have installed the extension, navigate
  to the Field Level Access Control section and
  click on License Configuration to Validate the
  license and module configuration.

• By clicking on it you will be redirected to the
  License Configuration screen. Now validate the
  license by entering the provided license key in
  License Key field and clicking on Validate
  button.
• Thereafter enable the module by choosing Enable
  option from Enable/Disable dropdown list under
  Enable/Disable Module section. Lastly click on
  Save button to save the configurations.

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Extension Configuration
USER MANUAL SugarCRM Field Level Access Control

• Click on Field Level Access Control
  Configurations option under the Field Level
  Access Control
• section to manage the configurations.

• By clicking on it you will be redirected to the
  Field Level Access Control Configurations page.
  Now to apply the field access to specific role,
  choose the role from Role dropdown list.
• Thereafter, choose the module from Module
  dropdown list for which the field access is to be
  applied.

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• USER MANUAL SugarCRM Field Level Access Control
• After choosing the module, you can view the
  complete field list which belongs to the selected
  module.

• Now to change the Access Control of any specific
  field click on its specific value. By clicking on
  it you can view the dropdown in which you can
  set the required access option for that specific
  field.

Note Field Access will only be applied on the
Users which are added under selected role.
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• USER MANUAL SugarCRM Field Level Access Control
• There will be mainly 5 Access options for Field
• Not Set Does not restrict or grants access to
  this field. When permission is Not Set the
  user will be having Read/Write access by
  default.
• Read/Write The user can see the value of
  particular field in all views and be able to make
  changes to it via edit view or quick edit.
• Read/Owner Write The user can only see the value
  of specific field in all views, if the user is
• Owner then only he / she will be able to make
  changes through the edit view or quick edit.
• Read Only The user can only see the specific
  field in all views, he / she will not be able to
  make any changes to it.
• Owner Read/Owner Write The Owner user can only
  see this field in all the views and make changes
  in the edit view or quick edit.3
• To apply field access for any specific user, he /
  she must be under the specific role.
• Moreover, to assign any user a role go to the
  detail page of the Role from Role Management
• module and click on Select User button.

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• USER MANUAL SugarCRM Field Level Access Control
• Now login from the selected users account. The
  user can easily view the effect applied on the
  selected fields which was applied by admin (i.e.
  In Read/Owner Write access owner of the records
  will only be able to edit that particular field).

• If any of the other users accesses the field of
  particular record, he / she will only be able to
  view the field as per the Read / Owner Write
  access right.

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Contact Us
USER MANUAL SugarCRM Field Level Access Control
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Tickets

• Get instant support with our Live Chat.

• Raise tickets for your specific question!

• Visit our product page at https//www.appjetty.c
  om/sugarcrm-field- level-access-control.htm and
  click on the Live Chat button for instant
  support.

• Send an email to support_at_appjetty.com Or you can
  login to your account _at_ www.appjetty.com and
  click on My Sup- port Tickets on your account
  dashboard, to get answers to your specific
  questions.

Customization If you would like to customize or
discuss about additional feature for SugarCRM
Field Level Access Control, please write to
sales_at_appjetty.com
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