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Thread: Restrict user to view only his assigned accounts/contacts etc

  1. #1
    anjanesh is offline Member
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    Default Restrict user to view only his assigned accounts/contacts etc

    Hi

    When an admin assigns some of the Accounts/Contacts to a particular user, why is the user allowed to see all of them in the list ?

    Thanks

  2. #2
    crmsiva's Avatar
    crmsiva is offline A Sugar Hero
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    Default Re: Restrict user to view only his assigned accounts/contacts etc

    Quote Originally Posted by anjanesh View Post
    Hi

    When an admin assigns some of the Accounts/Contacts to a particular user, why is the user allowed to see all of them in the list ?

    Thanks
    you need to restrict that by setting a role to the ordinary users

  3. #3
    sugarcane is offline Sugar Community Member
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    Default Re: Restrict user to view only his assigned accounts/contacts etc

    hello,

    by default, all users can view, edit, delete all records in the system. Roles must be created by the admin user in order to restrict user permissions. If you want your users to only be able to view records that they are assigned to, you will need to create a role and set List, View, Edit to 'owner' for that module. You can read more about roles here
    Intelestream has a great deal of experience hosting and customizing the SugarCRM application. Our company is made up by former employees of SugarCRM, and together we have over 50 years of experience working with the application. To learn more about us, please visit our website at www.intelestream.net or contact us directly at 800-391-4055 or by email at info@intelestream.net

  4. #4
    anjanesh is offline Member
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    Default Re: Restrict user to view only his assigned accounts/contacts etc

    Cool ! Thanks !

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