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Thread: How do I filter what a user can see in Sugar?

  1. #1
    pharocious is offline Junior Member
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    Feb 2010
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    Default How do I filter what a user can see in Sugar?

    I am new to Sugar and I work for a Homebuilder. We have different communities and we would like our sales people to be able to only see their communities leads and not everybody's leads. I have been looking for a way to do this-can anyone help me?

  2. #2
    eggsurplus's Avatar
    eggsurplus is offline Sugar Community Member
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    Dec 2005
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    Default Re: How do I filter what a user can see in Sugar?

    You'd create a Sales role, set the view, edit, delete, etc rights to Owner, and assign that role to your sales agents. This should be available under the Admin section.

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