Hi, Can you set up roles and groups on the system, We have 3 regions and we dont want each region to see other users leads, but if they are contacting the same lead or contact it must be flagged as who the owner is. We also looking at from a management point…they would like to see all activities from all regions
Is this possible
Hello
SuiteCRM you are able to create Roles & Groups
You can create roles and add users, control access and ability for those users
In your message
“we dont want each region to see other users leads”
“but if they are contacting the same lead or contact it must be flagged as who the owner is”
These conflict with one another
You can set it up so users only see what is in their Role
Or you can set it so users see everything but can only edit their own
One way we have found works
Allow users to view everything, edit their own or their group
For duplicates we use - https://store.suitecrm.com/addons/duplicate-detector
If a user creates a Lead that already exists it flags as a duplicate and shows the assigned user
Hope this helps