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Thread: Customer Access / Limited Access

  1. #1
    deadline1 is offline Junior Member
    Join Date
    Jan 2011
    Posts
    5

    Default Customer Access / Limited Access

    Hi, I was wondering if there was a way to create a new user and limit the access to only show certain projects. Say I had a customer and I gave them access to see the progress of projects and project tasks but they could not modify anything in the crm or see/access any other modules? Is this possible?

    Thanks
    Mark

  2. #2
    dtokeefe's Avatar
    dtokeefe is offline Sugar Community Member
    Join Date
    Mar 2005
    Location
    Sao Paulo, Brasil
    Posts
    671

    Default Re: Customer Access / Limited Access

    Hi Mark,

    You can use our Portal to give your customers access to data in SugarCRM. See this thread for details:

    http://www.sugarcrm.com/forums/showthread.php?t=67909

    Feel free to call (+1 908 998-2278) or Skype (dtokeefe) me for more information and to discuss your project.

    Best regards,

    David
    David O'Keefe
    Lampada Global Services
    SugarCRM Gold Partner
    USA: +1 908 998-2278
    BR: +55 11 3237-3110
    Skype: dtokeefe
    Email: equipe@lampadaglobal.com
    www.lampadaglobal.com

    Lampada Global delivers enterprise software and offshore programming services to customers around the world.

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