Only view...

[trdesign]

I am trying to setup my SugarCRM so that each user can only see their own leads, opportunities, etc. Right now if they wanted they can view all of the company's leads, etc. Is there a way to do this?

[paikmoses]

I am trying to setup my SugarCRM so that each user can only see their own leads, opportunities, etc. Right now if they wanted they can view all of the company's leads, etc. Is there a way to do this?

Hi trdesign,

You can easily do this by simply creating the roles and then assigning those roles to the users.

Take a quick look to create roles: http://sugarcrm.openapp.org/?p=113

HTH.

Regards,