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Thread: How to limit account and contact access from different users in Community Edition?

  1. #1
    Coia is offline Junior Member
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    Default How to limit account and contact access from different users in Community Edition?

    I am attempting to add users and I need to limit the access to contacts and accounts by user, ie. userA contacts and accounts should not be accessible to userB. Is this possible in the Community Edition ver 5.2?

  2. #2
    sugarcane is offline Sugar Community Member
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    Default Re: How to limit account and contact access from different users in Community Edition

    Hello,

    you can do this using Role Security. If you set the role to 'owner', then only the assign to user will be able to view that record. To read more about roles, click here
    Intelestream has a great deal of experience hosting and customizing the SugarCRM application. Our company is made up by former employees of SugarCRM, and together we have over 50 years of experience working with the application. To learn more about us, please visit our website at www.intelestream.net or contact us directly at 800-391-4055 or by email at info@intelestream.net

  3. #3
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    Default Re: How to limit account and contact access from different users in Community Edition

    Hi Coia

    The sugarcane tips is pretty useful but if for some reason this does not fit your needs consider using either the Security Suite or CE Teams for SugarCRM CE 5.x

    Cheers
    André Lopes
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    e-mail: andre@lampadaglobal.com

    Lampada Global delivers offshore software development and support services to customers around the world.
    Lampada is proud to be a SugarCRM Gold Partner, revolutionizing Customer Relationship Management.

    I DO NOT answer questions through PM and Email. If you need some help post your question into SugarForum.

  4. #4
    Coia is offline Junior Member
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    Default Re: How to limit account and contact access from different users in Community Edition

    that did the trick, thanks for your help on this one...

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