user 'report to' setting and sharing contact/accounts

[jcanapa]

While setting up users I had assumed that the 'report to' setting would pass through account and contact permisions. For example, if sale person A is the owner of account A, I though that assigning sales person A to manager B using report to would allow the manager to see the sales persons items, even if the manager's role was assigned to owner under accounts.

In other words, I assumed that 'reports to' passed on ownership, and it appears that it does not.

So, two questiosn: 1. what does the 'report to' setting actually do?
2. is there a way to have a manager login have access to accounts that belong to sales people assigned to them, but no one else?

[salesagility]

Reports to is used to build views of corporate hierarchies and has no bearing on sugar permissions.

You should investigate some of the Teams modules in SUgarforge for your manager/subordinates data permissions issues

[jcanapa]

Thanks for the clarification, I will check those out.

[paseonet]

While changing one of my user's "report to " field I ran into a long error message:


"The system detected a reporting loop. A user cannot report to themselves, nor can any of their managers report to them.

Please click the browser back button and fix the error."


This happened when I logged in as admin, and the message doesn't seem to make any sense as there should not be a reporting loop. Is there any way make the "report to " field blank ? Maybe setting a value inside the user's record in mysql ?

Thanks.

[paseonet]

hehe the field can be wiped out with the Backspace key