Multiple Owners

[jamesfw]

I have an issue and I can't find a fix or a module to fix my problem.

I have a situation where each account has multiple owners.

Each account has a salesperson responsible for selling services, and a seperate person responsible for maintaining the relationship.
In CE (5.2c) only 1 person can be an owner and only that person has the account show up on thier home page.

I need both people to be able to view thier accounts on thier individual home pages.

Is this possible or is there a module in Forge that can do this? (I didn't see one)

Thanks for your help.

[crmsiva]

I think you can check for a teams module like this in sugarforge

[jamesfw]

I was thinking of CE Teams but I'mnot sure if that just gives Team Hiearchy (Manger can view subordinates accounts) or if it also allows for 2 team members of the same level to share an account.

Does anyone know?

[eggsurplus]

A team module should allow you to do that. Teams will give you the ability to say which records a user has rights to. With roles, it determines what level of rights the user then has to those records. So in your case you want to assign a team with multiple members to the account (or multiple teams to the account depending on your scenario). Then with roles you can set up a manager to view all accounts and the team members to view just team accounts.

Hope that helps!
Jason