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Thread: How to define user roles

  1. #1
    sugra's Avatar
    sugra is offline Senior Member
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    Question How to define user roles

    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?

  2. #2
    jnassi's Avatar
    jnassi is offline Sugar Team Member
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    Default Re: How to define user roles

    Quote Originally Posted by sugra
    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,

    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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