Simple Sugar for my Sales Reps

[fisher318]

Hey Everyone, I had previously installed the sugar community edition. Well, due to a server crash, i'm having to reinstall it onto a new server. However, my question is this. Is there a way to provide strictly just the Sales Force Automation portion of sugar to my sales team when they log in, without all the other stuff, but keep the full CRM available for admin and my personal log in? I have several (4) new sales reps and I want them to create new records as they speak with potential search engine marketing clients, but I don't want them to be able to delete or view other sales reps records as well. Is that possible?

[Angel]

You could do this through the use of security Roles. One role would prohibit access to the non-SFA modules as well as limit which records can be viewed. Your sales reps would be assigned that role, while your login could be assigned a different role (or no role at all, depending on your exact requirements) and you would be able to access other modules not accessible to the sales reps.

[fisher318]

Very cool, thank you. I'll see if I can set that up as you suggested. I'm just glad a possible solution exists. I'll proceed with the re-install. Peace out!!!

[clint]

Or go to Admin->Configure Tabs to remove tabs entirely from the application.