newbie question – isolating clients

Hi guys,

I’m a newbie with SuiteCRM and didn’t find an answer to my case.
I need to provide CRM for some separate organization. Is there a way to isolate them in just inside one SuiteCRM installation? So they have isolated leads, users, etc.

Or do I need to make a new installation each time for a new organization?

Thanks!

Hi, welcome.

You can have a single instance and then make it look different by separating the data (and perhaps some other customized elements ) using Security Groups and roles.

https://docs.suitecrm.com/user/security-suite-groups/#_a_typical_hierarchy_setup

Having a single instance makes maintenance easier, and allows for managers to have a consolidated view of everything.

If you want a more definite separation, yes, you can have 2 separate instances of SuiteCRM running on the same web server. If your companies are really different (owned by different people) I think it is advisable to follow this route, to ensure there is absolutely no visibility from one to the other.