hello Team,
here is my doubt.
issue:
we have three teams each team have their respective head.so i want to assign all the members of the team to their respective head and when the head of the team opened his suitCRM dash board he must see only his supporting team and same for the other two cases.
when i am trying to create that hierarchy using suiteCRM it is not happening
can anyone help me out
That can be accomplished by using a combination of Security Groups and Roles.
Here the official documentation: https://docs.suitecrm.com/admin/administration-panel/roles-and-security-groups/
Here is an official sample: https://www.sugaroutfitters.com/docs/securitysuite/example-of-a-typical-setup
Here a multi-level hierarchy sample:
Thanks,
BrozTechnologies
thanks for responding ,i implemented the same thing but when i am trying to login as team head (user1)he must see his own leads but it doesn’t happened.
in the above image we can see that in my leads we are able to see the users assigned to him.but that is the dashboard.
and if i open the leads he is able to see all the leads as you see in the image.
You may have to create something like this,
3 groups, add ever member including team lead.
2 roles,
1 for normal users, from subpannel you can related this role to every group
1 for team leads, from subpannel relate this to the 3 team leads directly
The normal user role should, if you wish to have users see only there cases and records, the value of users or if you wish for them to see group then the value of group.
(This second option would mitigate the need for a second role unless you want team leads to have higher privileged like deleting or something)
The team lead role would be set to group and therefore would allow user to see all records within the security group.
Let us know if you have any further issues