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Thread: How do I restrict Lead Creation

  1. #1
    gsolis is offline Junior Member
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    Default How do I restrict Lead Creation

    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?

  2. #2
    salesagility's Avatar
    salesagility is offline Sugar Community Member
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    Default Re: How do I restrict Lead Creation

    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

  3. #3
    AlexAv's Avatar
    AlexAv is offline Sugar Community Member
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    Default Re: How do I restrict Lead Creation

    Hi,
    More complicated way to use Logic Hooks. But it should give fine adjustment.
    Letrium ltd. - Only high quality service
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  4. #4
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    Default Re: How do I restrict Lead Creation

    You just need to create a custom controller for Leads, implement the method action_editview containing something like that:

    PHP Code:
    function action_editview() {
      
    $this->view 'edit';

      if(empty(
    $this->bean->id)) {
        global 
    $current_user;

        if(! 
    is_admin($current_user)) {
          
    $this->view 'noaccess';
        }
      }

    Cheers
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