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Thread: How to show ONLY user's leads?

  1. #1
    fonewiz is offline Member
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    Dec 2010
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    Default How to show ONLY user's leads?

    I am new to Sugar and I am primarily using it for lead management for now.

    What's kind of bugging me is that it seems that each user (sales rep) can see all of the leads in Sugar, even if they are not assigned to them.

    How do I setup sugar to only allow each regular user to only see leads which have been assigned to them?


    Thanks in advance.
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  2. #2
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: How to show ONLY user's leads?

    Create a security role under Admin > Role Management where the Leads module views are restricted to "owner," then add the users in question to that role.
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

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  3. #3
    fonewiz is offline Member
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    Default Re: How to show ONLY user's leads?

    Perfect, works great.

    Thanks for your help!
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