Seperate Accounts for each user

đź’¬ General Discussion
1

Just started using/testing SuiteCRM. We are trying to figure out how to keep Accounts separate from each user

Each user does not want to look at another users accounts

Is there away to keep them separate?

Thank you for any advice

2

You need to set up security settings

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

My advice is to follow the section “Typical hierarchical setup” until you get it working and understand it, and only them try changing it to fit your needs.

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3

Is there away to to have your own Calendar and a shared calendar between certain users along with a master Calendar?

Thank you again

4

I really don’t know the answer to that one, I’ve never used the Calendar module apart from very simple stuff only with my user…

Try it…

Remember you can also use external Calendars, so it might be easier to get what you want by using Gmail, or Outlook (with the Outlook plugin) to do all the maigc, and then just have some simple integration with SuiteCRM to bring the data from one place to the other.

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