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Thread: CE Teams module - Hide Leads

  1. #1
    dskanth is offline Senior Member
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    Default CE Teams module - Hide Leads

    Hai, i have used the CE Teams module and have created 2 teams and users under them.
    My purpose is to hide the Leads assigned to a user of one team from the user of other team.
    How i can achieve this ? I have created Lead users by logging with a user of one team and assigned the logged in user (user 1) to the Lead user.

    But when i logged in with a user (user 2) of other team, i could still see the Lead user who is assigned the former user (user 1).
    Shall i need to make any modifications further anywhere, or is it necessary to mingle up with the code ?

    If you understood the scenario, please help me.

  2. #2
    eggsurplus's Avatar
    eggsurplus is offline Sugar Community Member
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    Default Re: CE Teams module - Hide Leads

    I haven't used CE Teams heavily but you'll probably need to configure the roles appropriately to lock down by team.

  3. #3
    dskanth is offline Senior Member
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    Thumbs down Re: CE Teams module - Hide Leads

    But i dont see any relation between roles and teams. If the teams concept supports privacy, then obviously Leads of a team user must not be visible to the Leads of another team user.
    Iam still not able to achieve this functionality. Wondering whether i have anything to do with code.
    Iam using the latest version of 1.0.4.

  4. #4
    dskanth is offline Senior Member
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    Default Re: CE Teams module - Hide Leads

    Also, is there anything like an admin for a team ?
    I want the admin to be able to see all the Leads of his team (only his team).
    IS this possible ? Can we first create a user as System Administrator and then assign him a team, so that
    he becomes the admin for that team ?
    Please help....

  5. #5
    Spinaker is offline Senior Member
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    Default Re: CE Teams module - Hide Leads

    Have you assigned lead to team1? Have you chosen a team in editview? No? Than why you are making another thread?
    http://www.sugarcrm.com/forums/showt...d=1#post174552

  6. #6
    dskanth is offline Senior Member
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    Default Re: CE Teams module - Hide Leads

    Yes Spinaker, i have assigned a Team to Lead user. I dont understand why still iam able to see the non team members in my Leads ?
    This is all i have done:

    1. Created 2 teams, Team1 and Team10
    2. Went to Studio > CE Teams > Lead Users and assigned admin to Team1.
    3. Clicked on Leads tab, edited a user and assigned him Team10.
    4. When i again clicked on Leads tab, iam able to see him, though he belongs to other team.

    Admin is in Team1 and other user in Team10, So can admin still see other team users ?

  7. #7
    crmbalah is offline A Prolific Poster
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    Default Re: CE Teams module - Hide Leads

    HI
    admin role have the option for set permission in for any module. set the permission correctly.

  8. #8
    dskanth is offline Senior Member
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    Default Re: CE Teams module - Hide Leads

    Yes, i finally set the permissions and achieved the result i wanted. I created parent team and child teams. User of a parent team is the team admin for the child teams. And the roles' permissions for the team admin and the child team users are set such that, a team admin can delete, or view ALL the Leads, and a non team admin can just view or list the Owner.
    Cheers.

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