Multi-Company Group Assistance

Hello everyone!

I’m completely new to SuiteCRM (installed today!) and I have a question.

The company I work for is part of a multi-company group. Is there a way for us to all use the one instance of Suite but only have access to the relevant accounts/contacts and other records? In short, we want a master database of accounts and contacts etc but want to be able to assign and only provide access to the relevant ones to users in a specific group company.

Hope that makes sense and thanks in advance for your help.

Dominic

Hi,
Yes it’s possible.
SuiteCRM have out-of-box the free version of Teams for SugarCRM CE and SuiteCRM
https://www.sugaroutfitters.com/addons/securitysuite

You can look for is free version is enough for you or get the pay version

Regards

1 Like

Check out this documentation of the Add-on that @item mentioned, it explains something similar to your requirements.

https://www.sugaroutfitters.com/docs/securitysuite/example-of-a-typical-setup

The free version that comes bundled with SuiteCRM is usually more than enough, so you can just start experimenting with your installed system.

1 Like

Thank you both very much - this is exactly what I needed!

The free one is more than enough to achieve it too so that’s another bonus!!