Hi all,
This is what I'm trying to accomplish.
SugarCRM Professional 6.0
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Salesman S1 (from team HQ) has opportunity O1 assigned to him.
Salesman S2 (from team HQ) can already see all of S1 opportunities when listing opportunities + detail view but wants to be able to edit just S1's opportunities, no other salesman's opportunities.
No other salesmen should be able to edit anything but what they own.
With that in mind, these 2 salesmen, need to retain their default roles and permissions so as to still be able to view others opportunities without the edit option available.
Am I looking at creating new roles for these 2 individuals or is this a team inclusion issue or something altogether different I should be looking at.
Any thoughts?


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