Hi I am using Sugar Version 5.0.0e (Build 3276)
HOw can I limit the view of users to only accounts, tasks, meetings, etc. that have been assigned to them?![]()
Hi I am using Sugar Version 5.0.0e (Build 3276)
HOw can I limit the view of users to only accounts, tasks, meetings, etc. that have been assigned to them?![]()
sugra,Originally Posted by sugra
I would suggest starting with this "How Do I" guide from Sugar University:
'http://www.sugarcrm.com/crm/index.php?option=com_university&task=file_open&tmp l=network&name=HDI_Admin_Roles_v50
You'll want to create a Role that you add the appropriate users to, and you'll set the access rights per module for each type (Delete, Edit, Export, Import, List, View) to be "Owner".
Hope that helps!
Jason Nassi
SugarExchange.com
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