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Thread: Still dont understand difference user-employee

  1. #1
    franquero is offline Senior Member
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    Default Still dont understand difference user-employee

    Hello, I have read this explanation: http://kb.sugarcrm.com/uncategorized...ees-and-users/, but I still can not understand how can I use an employee who can not log into the CRM.
    What case can be usefull to have some employees without access to the application in?

    I can only guess a situation about a manager controls a sales team, or a non cualified workers team, for example.

    Can someone give me a light?

    Thanks in advance.

  2. #2
    roblaus's Avatar
    roblaus is offline Sugar Community Member
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    Default Re: Still dont understand difference user-employee

    Think of an internal address directory. There are fairly large organisations out there who still maintain phone directories on paper.
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  3. #3
    Gertrude is offline Member
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    Smile Re: Still dont understand difference user-employee

    Where I worked in the past we had thousands of employees. It was not necessary for each of those employees to have access as a user to our CRM but we needed the employees to be in the database so that we could assign them to clients and/or opportunities.

    Think of it as the President of the company could be assigned to a client, but he or she would never actually go into the CRM to do any work.

    AUser enters data or performs tasks in the CRM

    Employee can be assigned to a client or a tasks but does not need to use the CRM in his or her day to day work.

    I hope this helps.

  4. #4
    franquero is offline Senior Member
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    Thumbs up Re: Still dont understand difference user-employee

    Thank you roblaus and Gertrude, your answers helped me to understand the difference.

    I´m testing SugarCRM in a small company and I have not manage the posibilities you have mentioned.

    Kind regards!!

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