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Thread: Restricting Contacts, Tasks, Calls, etc?

  1. #1
    Sawtooth500 is offline Member
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    Default Restricting Contacts, Tasks, Calls, etc?

    Is there any way possible that we could restrict the access a user would have to a particular task, account, contact, call, campaign, etc? I'm not talking about restricting access for example to like all contacts, like you could with the role manager, but only to a specific contact, account, etc.

  2. #2
    sugarcane is offline Sugar Community Member
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    Default Re: Restricting Contacts, Tasks, Calls, etc?

    you can use role security to restrict users to only view records assigned to them. Other than that, you would need something like Team security available in Sugar Pro or Ent, or you could try the Team plugins available in the Forge.
    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

  3. #3
    mvngti is offline Sugar Community Member
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    Default Re: Restricting Contacts, Tasks, Calls, etc?

    You need a Teams module if you are on CE. Have a look in my signature.

    M
    --


    Marnus van Niekerk

    There are only 10 types of people in the world
    those who can read binary and those who don't

    Modules:
    CE Teams - Upgrade safe teams module for Community Edition
    FieldACL - Field Level Access Control for Community Edition
    EditLogicHooks - Create and edit Logic Hooks from the Admin GUI
    FlexibleChartDashlet - Display any data in a Dashlet Chart
    DocumentThumbnails - Thumbnails for Documents module

    Many questions can be answered by reading the Developers Manual

  4. #4
    Sawtooth500 is offline Member
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    Default Re: Restricting Contacts, Tasks, Calls, etc?

    Thanks for the help.

  5. #5
    ericamcclennyrealtor's Avatar
    ericamcclennyrealtor is offline Junior Member
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    Default Re: Restricting Contacts, Tasks, Calls, etc?

    I use a team module and then there is an option for security.

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