Employee vs. User

[drone01]

I am working with SCRM 4.0 and am wondering what/why is there a difference between Employee and User.

I came across this question when I went in and added a few employees. I then started wondering; How will they log in? I then went into thhe admin side and into user management. In the user listings, I do not see any employees. So i wnet ahead and created a new user.

Now when I go to employees, I see two listings for one person.

I am not sure why this is benificial... If there is an employee that need access to the app, then would you just want to convert them to a user?

Thanks in Advance,
ATM

[kbrill]

I agree, it's a bit confusing. All of my Employees are users so I did not enter any of them as Employees.

Whats more there isn't anyway to delete either users or employees. A way to convert a employee to a user would be useful. I'll have to look around and see what it would involve.

To fix a situation like this now, you would have to go in with something like phpmyadmin and manually delete the entries in the 'users' table that you didn't need. I would just remove all items except for the 'Admin' entry.

[drone01]

another added bit of confusion...

When going through "Monitor New Mailbox", it asks you for a new name (can not associate it with a exsisting user), Well, what ever you add here ends up being seen as a User within user management.

This is insane... how does a person keep track of the multiple account variations?

It is as if, three differant developers churned out code that does not mesh up together with ease.

If I were to go purchase the retail edition of Sugar, are these issues present?

[drone01]

Well - it looks like the account created when you setup a mail account is some sort of group. The group doesn't have logon capabilities.

still confusing for it to how up in the users area though.

[Bell]

As I read it, everyone has to be an employee to be scheduled or assigned, but they do not need to be users. So create the employee record and then you see a tab which says create user and so the employee record then has a user name at the back of it.

Anyone know what the default password is as I then had to go to every User record and set the password.

[kbrill]

I am unconvinced that there is a need for Employees and users. There should be only one and then there should be 'Employees' with access rights and 'Employees' without access rights. Having both and having 2 modules that display users and employees together (and then the mail box thingy) just makes it a mess. and then on top of that I don't see a way to convert an employee into a user (it might be there tho) or vise versa.

[drone01]

kbrill hit that one head on....

Think simple....

The way it is; is too confusing.

[tholcomb]

This has been a UI issue for some time now.

[murphymjp]

While we are on the subject of users ,
how does one delete a user?

[tholcomb]

I am unconvinced that there is a need for Employees and users. There should be only one and then there should be 'Employees' with access rights and 'Employees' without access rights. Having both and having 2 modules that display users and employees together (and then the mail box thingy) just makes it a mess. and then on top of that I don't see a way to convert an employee into a user (it might be there tho) or vise versa.

kbrill - i agree with you - though I do see why it could be useful to have an Employees module and a Users module.

A company could use it as a company directory - essentially using SugarCRM to fill certain internal HR functions. Hmmm...