Hi,
I am new to this and trying to apply the following user configuration
SalesManager
salesperson1 salesperson2 salesperson3
each salesperson should not be allowed to “see” anything from the other salespersons (eg. leads, quotes, products etc…)
except if the salesmanager assings a lead or product, quote etc to them
Salesmanger can see all records from salespersons
I am trying for a couple of days to make this work with reles, security etc with no success
Can anyone PLEASE help
This should be possible in security suite, although it may be best to contact Jason Eggers @ SugarOutfitters to confirm.
Thanks,
Will.
Hello nikos,
Are there different sales teams involved? If not, you can get by with just using roles. Create a role called “Sales Person” and a role called “Sales Manager”.
For the “Sales Person” role set the rights to leads, etc to Owner. Then assign all of your sales people to this role. They will now only be able to see their own records when they log in next and can reassign to other sales people as needed.
For the “Sales Manager” role set everything to All and assign to all managers.
If there are teams involved:
Create a Security Group for each of your sales teams and add the sales people and manager to the groups. Create a role called “Sales Person” and set rights to “Owner” so that they see only their records (set to “Group” if they should be able to see any other record on their team). Assign that role to the Security Group. Create a role called “Sales Manager” and set rights to “Group” (set to “All” if managers should see everything in the system). Then assign the “Sales Manager” role directly to each sales manager user.
Then assign the security groups to the appropriate leads, etc.
Having issues still? Double check an example setup to see if you have missed any steps:
https://www.sugaroutfitters.com/docs/securitysuite/example-of-a-typical-setup
Cheers,
Jason