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Thread: Security Question

  1. #1
    tnmti is offline Sugar Community Member
    Join Date
    Oct 2005
    Posts
    23

    Default Security Question

    Sorry to bother everyone.. just poked around and found the ROLES function, and it worked like a charm, created a 'provider' role, assigned OWNER only to all setting and it's done.. Sorry to bother...

    Ignore the question below this........................


    Is there a what to set users up so they ONLY see their accounts/Contacts/schedules etc?

    I have a couple of ' healthcare providers' that want to use Sugar for general patient contacts, but they need to segment the data so that each provider sees only his patients/accounts/contacts/schedule.

    they would later want to be able to 'move' the account to another provider to view as a referral and be able to see all cases/appts and notes associated with a contact/account.

    can security be tightened that much?

    -tim
    Last edited by tnmti; 2008-05-01 at 03:49 AM. Reason: Noobe question...

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