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Thread: Mulit User access

  1. #1
    beldeen is offline Junior Member
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    Default Mulit User access

    is there a way to allow cross-user access to records, or a way to create user groups? So multiple employees can view information in the same database?

  2. #2
    beldeen is offline Junior Member
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    Smile Re: Mulit User access

    bump to the top

  3. #3
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: Mulit User access

    I am not sure you've clearly expressed your question. The ability to share contacts, i.e. use a central repository, is an integral part of SugarCRM. If I put a contact into Sugar, every other user can see it, unless I specifically modify the security settings of the system to prevent others from doing so.

    As for user groups, you can create teams, but only with the Pro and Enterprise versions. There is a community add-on for the open source version which mimics the behavior, but in general, you should be aware that it is not built into the open source version.

    Lastly, the security roles feature can often times address the needs that prompt the implementation of user groups. Unlike Teams, the roles functionality is part of the open source version.
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

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