I want to stop any users from creating new leads in Sugar besides our Sugar admin.
How do I allow my salespeople to view and edit the leads, but not create new ones?
I want to stop any users from creating new leads in Sugar besides our Sugar admin.
How do I allow my salespeople to view and edit the leads, but not create new ones?
You can't in standard Sugar ... edit permissions and create permissions are the same - if you are allowed to edit a record, you can also create a record
It would require a little custom coding, but you could remove the "Create Lead" from the Leads Shortcut menu
Apache/2.2.3 (Debian) PHP/5.2.0-8+etch11 MySQL 5.0.32
SalesAgility.com - SugarCRM Experts (UK)
Authors of Advanced OpenSales - Open Source Quotations, Invoices, Products and Contracts modules for SugarCRM Community Edition - Download here
Hi,
More complicated way to use Logic Hooks. But it should give fine adjustment.
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You just need to create a custom controller for Leads, implement the method action_editview containing something like that:
CheersPHP Code:function action_editview() {
$this->view = 'edit';
if(empty($this->bean->id)) {
global $current_user;
if(! is_admin($current_user)) {
$this->view = 'noaccess';
}
}
}
André Lopes
DevToolKit / Project of the Month - June 2009
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