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Thread: User access question

  1. #1
    jskingry is offline Junior Member
    Join Date
    Nov 2007
    Posts
    1

    Default User access question

    Hello all,

    I have the open source version of sugarcrm installed. I would like to be able to set people up in sugarcrm and have them not be able to see any contacts, clients, and etc from anybody else, just their own. Is there a way to accomplish this.

    Thanks,

    Jeremy

  2. #2
    ronaldo is offline Senior Member
    Join Date
    Feb 2009
    Location
    Brasil
    Posts
    85

    Thumbs up Re: User access question

    Hi.
    You can create a specific role in Admin->Role Management.
    In role setup select Owner to "List" and "View" Columns, and select the users in users subpanel.
    Ronaldo Rodrigues
    Lampada Global Services
    Phone: 55 11 3237-3110
    Email: rodrigues@lampadaglobal.com
    Conheça nosso site: www.lampadaglobal.com

  3. #3
    karen csi is offline Member
    Join Date
    Aug 2009
    Posts
    5

    Default Re: User access question

    I need to do the exact opposite of this (if I need to make a separate thread, let me know!). I want my users to see all accounts/details if they search for them.

    I've created a new role and put all users in that role, selected "all" for List and View for Accounts and Notes (those are the main fields I need my users to be able to see all of). They still can't see accounts that are assigned to anyone else. Is there something I'm missing?

    Thanks!

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