How to: Associate Users and Accounts

[nickbritz]

Absolute newbie question:

I've imported a bunch of accounts and then created a bunch of new users.

I want all users to be able to access these accounts. Where in the application do I either open up the accounts to everyone or give the users access?

Is this related to the "Reports to" field?

Thanks!

[kinshibuya]

Hi, i´m kinda of a newbie too, but if you didn´t restricted the users to see the account module, or created roles to set up permissions than anyuser can see all the accounts. try it! log in with one of the users you created.

[nickbritz]

Thanks - thats actually how i found the issue - i logged in as a non admin user and couldn't see anything... ok, maybe i have to check my user setup.

[kinshibuya]

there is also a project on software maps that can restrict a record by group if it interest you:

http://www.sugarforge.org/frs/?group_id=552