Sugar Suite Version Hide Accounts from users

[HCMC]

Hi everybody,

I am working on Sugar Suite and I have a problem with accounts> I created a lot of accounts enclosed to several users> But I don't want every vendor see all the customers of everybody. When they log in, I just want they see their own accounts and ONLY their own accounts.

I think it an easy problem to solve but I don't know how to do!!!

Thank you for your help,

hcmc

[Angel]

You can control who can see the various accounts by using a combination of a security role and assigning the account to a specific user.

If you define a role that restricts access to only those accounts that have been assigned to the user, accounts that are not assigned to them will not be accessible.

[HCMC]

You can control who can see the various accounts by using a combination of a security role and assigning the account to a specific user.

If you define a role that restricts access to only those accounts that have been assigned to the user, accounts that are not assigned to them will not be accessible.

OK, thank you. I have already assigned accounts to users but how do we define roles that restrict access ????

hcmc

[susiewilliams]

Hi there,

The answer depends on which edition of Sugar you're using. For Pro and Enterprise customers, this feature is built into the product. Sugar University has some training information and classes to help you implement this feature of the product.

For Open Source users, you can download this module from SugarForge, which has implemented the Roles functionality.