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Customer groups, layouts and permissions

Customer Portal

Create customer groups

Add Customer group values in Studio › Contacts › Fields › Customer group, then assign a group to each contact.

Customer group values in SuiteCRM

Choose modules and actions

Configure the visible modules for each group. Modules are view-only by default; enable Create, Edit and Delete for a group only where it’s appropriate.

Configuring modules and actions for a customer group

Choose the fields in each layout

Pick the fields shown in each layout for the group.

Choosing the fields shown in each layout

Next: Generate the frontend package.