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Thread: Looking for a way to separate contacts/leads/accounts by user

  1. #1
    yorkepb is offline Member
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    Oct 2007
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    Default Looking for a way to separate contacts/leads/accounts by user

    We are currently using the Enterprise edition and have 3 main products (in 3 different industries) that we would like to use this for.

    What I would like to do be able to do is setup SugarCRM separated by those three projects, so that the contacts, leads, calendars, accounts, etc are separated by product. In a sense what this would do is, take a user who is works with product 1, when he logs in, he only sees data relevant to product 1. Then take the VP who works with all three products, when he logs in, allow him to see all data relevant to all 3 products.

    Is there a way to do this, or would I simply need to have three separate instances of SugarCRM running to accomplish it?

    Any feedback is welcome.

  2. #2
    eggsurplus's Avatar
    eggsurplus is offline Sugar Community Member
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    Default Re: Looking for a way to separate contacts/leads/accounts by user

    Yes, you'd create a team for every product and assign the users that should have rights to that product to the team. The team would then be assigned to the appropriate contacts/leads/accounts etc.

  3. #3
    yorkepb is offline Member
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    Default Re: Looking for a way to separate contacts/leads/accounts by user

    Thank you very much for the response, I apologize I am very new to SugarCRM.

    Thanks, this helps a lot.

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