User access question

[jskingry]

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

[ronaldo]

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.

[karen csi]

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!