Users seeing only their Accounts?

**bwilsonsales** · 2012-01-03, 07:38 PM

Hello - Complete Sugar newbie here.

My company has tasked me with setting up SugarCRM and so far, I'm a bit confused. I have two employee's entreated along with myself as the Admin.

What I would like - Is it possible to have "Sales Person A" log in and ONLY see the accounts assigned to them? Right now when I log in as "Person A" - I can see the whole list. Where would I change those permissions?

Thanks,

Brian

**rafael.q.g@hotmail.com** · 2012-01-03, 10:10 PM

Whether you uses sugar PRO there is a native team module that indeed accomplish this requirement.

For sugar CE thare is no native solution, maybe it coulbe be developed our youc could take a look in custom modules.

Whether I have to develop a solution for this, I could try to extend the file list.view.php for accounts and program a default filter by current user assignements.

**bwilsonsales** · 2012-01-04, 01:08 AM

Rafael,

Thanks for the reply.

I now see that the CE version will not allow this.

Thanks for the help.

**andopes** · 2012-01-04, 09:25 AM

Originally Posted by bwilsonsales

Hello - Complete Sugar newbie here.

My company has tasked me with setting up SugarCRM and so far, I'm a bit confused. I have two employee's entreated along with myself as the Admin.

What I would like - Is it possible to have "Sales Person A" log in and ONLY see the accounts assigned to them? Right now when I log in as "Person A" - I can see the whole list. Where would I change those permissions?

Thanks,

Brian

You can manage that with Roles without big deal. You just need to create a Role which enable only owner to access the Accounts, and relate that Role to the appropriate users.

Regards