How can I set permission on the Convert Lead button?

[jspencer]

In my office we have decided to limit who can create new Accounts in order to control what goes into the CRM (to prevent duplicates, garbage, etc). We will allow them to create Leads and Contacts, but with the Account limitation I have a feeling the 'Convert Lead' button will probably confuse them. With this in mind, I would like to hide the button from users in the 'Sales Staff' group and only have it visible to users in the 'Sales Mangers' group.

Anyone have any pointers on how I would go about this?

[jspencer]

Nobody has any ideas?

[ptemplin7]

As to the exact coding you need someone better in PHP than me.

My guess is you need the following:

include Users
read users i.e. who is the current user.
Match them to the group to determine sales versus manager.
add a if statement before the display of the button.

You should be able to do this in 2 or more statements. Make sure to bracket the call to display the convert lead button.

Hope someone can give you the code. Need those senior guys around!

Hope this points you in the right direction. I'm hoping osmeone can figure out my logic hook issue as well!

Good luck Paris

[jspencer]

Thanks for the reply, it's a good start. I shouldn't have too much trouble adding the needed code, my real problem is I'm not familiar with the "design" or layout of the Sugar code and don't know WHERE I need to edit to make this happen.

Can someone with better knowledge of the file structure give me any pointers on what files I would need to edit to do this?