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Thread: How can I have sales and support department separate? User group?

  1. #1
    alek75 is offline Sugar Community Member
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    Mar 2008
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    Default How can I have sales and support department separate? User group?

    Hi every one, I couldn't understand what is the main difference between Group User and portal user and what they exaclty do.

    What I need to do,

    I have for example 4 Employees 2 sales manager and 2 support managers

    I've create this users:

    User A email a@co.com
    User B email b@co.com
    User C email c@co.com
    User D email d@co.com

    User A and B are from sales dpt.
    User C and D are from support dpt.

    Every one has his personal email but I want also that Each user type can see the sales or support emails.

    So I got sales@co.com and support@co.com emails

    For privileges I’ve created Role Management and assigned each user to that role. But if I want for example that user A can see his personal email and ONLY sales emails what do I have to do?

    I hope I've explained well my issue.

  2. #2
    alek75 is offline Sugar Community Member
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    Default Re: How can I have sales and support department separate? User group?

    No help? :-(

  3. #3
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    São Paulo - Brazil
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    Default Re: How can I have sales and support department separate? User group?

    Hi, Alek.

    I believe you need the Teams module.
    You can find it in SugarForge.

    --
    André Lopes
    Lâmpada Global Services
    Rua Bela Cintra, 299 conjunto. 51
    São Paulo, SP 01415-000
    tel1. 55 11 3237-3110
    cel. 55 11 7636-5859
    e-mail: info@lampadacrm.com.br

  4. #4
    alek75 is offline Sugar Community Member
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    Default Re: How can I have sales and support department separate? User group?

    Hi André, tnx I've installed team 5 but I can't understand how it works. I've created a team, I've selected some users. But I cannot see team when I assigned a task, case,or other to the accounts.

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