Hi there, many years ago I was a SugarCRM user and loved the functionality, etc. We are a small MSP with colocated servers and I’m thinking of spinning up a SuiteCRM system for similar functionality.
Since we are self-hosting this, and it will take a while to put it together, before I embark on this, I have a simple question I’m hoping someone can answer for me.
We have 3 companies and I’d like to be able to have one server install support all three. But they are discrete businesses - they don’t share anything between them. Is it possible to install one SuiteCRM install, and have it support 3 discrete businesses where the user login is tied to a business and silo’s the user into only the customers, leads, etc. for that business only?
Yes absolutely, you can do this with Security Groups. Each group only sees their own. However, unless the businesses are EXACTLY the same, I wouldn’t recommend it.
Inevitably, one is going to want features and functionality that are meaningless to the rest. Now you’re getting into major dev to show and hide stuff based on user group and role.
If they are in fact 3 distinct businesses, just install it 3 times and give each it’s own subdomain. It’s not really that much more setup/maintenance and it will save future headaches.
I’d say no as well.
You can accomplish sth. via the security groups - like Paul mentioned - but each company will want to have more custom / specific features, workflows, layouts etc.
There is a plugin for multi-company which works to some extend, but runs into issues during E-Mail / PDF template generation etc.
3 businesses = 3 CRMs (unless there are good reasons not to do that).
However, you can use SAML to authenticate the users against an IDP.
And upgrades, backups etc. are becoming more SOP like at bulk.
Btw. it’s not a specific SuiteCRM limitation. Multi-tenant capability is rare, even in other CRM systems.
