Team Management

[Umashankar]

How can i add the Team Management option under Admin which is existing in Professional addition into Community Edition

[andopes]

Hi Umashankar

Take a look at the Security Suite into sugarforge.

Cheers

[Umashankar]

I have downloaded the Team Management and installed. I am able to see the Team Management and also i am able to crate a team add users to that team also is working fine. But when i am creating a Account, Contact, Leed, Project it is not asking for a Team. This facility is there in Professional. How to get this functionality into Community Edition.

Thanks
Uma Sankar

[longreach]

Andopes gave you good advise - you should be looking at Security Suite from eggsurplus.

[Umashankar]

I have done the security suite also. How we can assign a Security group to a Contact, Lead, Account or Project.

Thanks

[eggsurplus]

There should be a subpanel under each of those modules in DetailView where you can assign 1 or many Groups to a record. If you don't see this make sure to do a repair/rebuild all then repair relationships. For some reason some installs don't execute this.

BTW, thanks for suggesting SecuritySuite guys.

[Umashankar]

Thank you very much.

Now i am able to see the Security Groups sub panel. But the the Users who are not in that group also are able to see this Record. Please, explain how the security Groups work.

Thanks

[wsiedler]

Umashankar, did you already study the manual by eggsurplus? It is really good, but takes time to digest (personal opinion).
SecurityGroups is very powerful, but it takes some time to understand it (personal experience).

In short:
You need to create Roles. In Roles, you can create restrictions to All/Personal/Group.
Then you assign the appropriate role and group to each user account.
Next is to assign the individual record to the appropriate security group.

Some thoughts to get you started:
You have two divisions, Div1 and Div2. You want the Division Manager to see only the Opportunities for his division.
Now you create security groups named "Div1" resp. "Div2" and assign the opportunities to the appropriate security groups.
Next step is to create a role "Division Manager" in which you limit access to the options in line "Opportunities" by selecting "Group" in the drowdown list.
Finally, you move to the account settings for the division manager of Div1. Select role "Division Manager" _and_ select security group "Div1".
Now this account can see only opportunities assigned to security group "Div1".

Regards,
Wolf

[threestone]

yes ,

I install the SecuritySuite at first times , It works great!

I think it's a very useful tool which strengthen the role's function .

[eggsurplus]

wsiedler is right on. It's not for the faint of heart. It takes a bit to understand. But once you figure out that groups determine what records or areas you have access to and roles determine what you may do with those records or areas things become much easier.