how users share data with colleagues?

[webdev2]

I'll have several companies using the system. I want the user of the same organization to share data and leads,... but NOT with other companies on the system. How do you set that up?

Many thanks.

[andopes]

Hi, webdev2

I'm not sure if I understood your needs.

Perhaps the Teams module can help you.

Teams OS for SugarCRM OS 4.5.*
Team Security for SugarCRM CE 5.0.f

Cheers

[webdev2]

Where can I learn more about Teams?

[andopes]

There are threads about Teams in the Sugar Forum and you can get more information in the sugarforge.

But basically Teams works this way:

You create some Teams:
Team A, Team B, Team C

You have 9 uses in your system: User1, User2, User3, User4, User5, User6, User7, User8, User9

You relate the:
1. Users 1, 2 and 3 to the Team A
2. Users 4, 5 and 6 to the Team B
3. Users 7, 8 and 9 to the Team C

You create the Account 1 and assign this account to Team A
You create the Account 2 and assign this account to Team B
You create the Account 3 and assign this account to Team C

Only the users related to Team A will have access to Account 1 (Users 1, 2 and 3), and so one.

Cheers

[webdev2]

very cool, I'll check it out - thanks.

[cyberdude]

Hi, webdev2

I'm not sure if I understood your needs.

Perhaps the Teams module can help you.

Teams OS for SugarCRM OS 4.5.*
Team Security for SugarCRM CE 5.0.f

Cheers

Hi andopes

I cannot find any Team Security for Sugar CE module on sugarforge. Do you have a link?

Thanks