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Thread: How to create 3 privileges levels with roles

  1. #1
    franquero is offline Senior Member
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    Question [SOLVED] How to create 3 privileges levels with roles

    [SOLUTION]: I found a module to do what I want: CETeams module
    Here you can see it in action


    Hello,

    I want to define three privileges levels in SugarCRM, but I do not figure out how to do it.

    For example, privileges to access tasks:

    Level 3 can only see level 3 tasks
    Level 2 can see level 2 and level 3 tasks
    Level 1 can see all tasks

    With the options I have creating a role (all, owner, not established, none) I dont know how to create an intermediate level.

    How am I supposed to do that? Is it possible?

    Thanks in advance.
    Last edited by franquero; 2010-03-24 at 10:53 AM. Reason: I found how to solve my problem

  2. #2
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    Default Re: How to create 3 privileges levels with roles

    How tasks are assigned to levels?

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  3. #3
    eggsurplus's Avatar
    eggsurplus is offline Sugar Community Member
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    Default Re: How to create 3 privileges levels with roles

    Teams. It sounds like you need a teams module of some sort. I'd recommend one but I'm biased.

  4. #4
    franquero is offline Senior Member
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    Default Re: How to create 3 privileges levels with roles

    Quote Originally Posted by andopes View Post
    How tasks are assigned to levels?
    It was just an example. I want that one level can list-view-create-edit-delete only the task that I determine.
    It can be task or any other module. But users of a determinate role (i.e. level 2) should be able to see their tasks and users of level 3 tasks, but not see users from level 1 task.

    Quote Originally Posted by eggsurplus View Post
    Teams. It sounds like you need a teams module of some sort.
    I think it is what I need. Ill look for an external module about teams. Any recommendation?


    Thanks both for your interest.

  5. #5
    franquero is offline Senior Member
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    Thumbs up Module CETeams is the solution

    Hello,

    I found a module to do what I want: CETeams module

    Here you can see it in action

    I hope this information will be usefull to other people.

    Kind regards
    Last edited by franquero; 2010-03-24 at 10:54 AM. Reason: Add a link to a video demo

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