viewing rights for team leaders

SuiteCRM Forum - English Language Developer Collaboration
1

Dear Community,

I have an instance of Suite CRM running in my company.

We have teams that are led by individual team leaders. I have ensured that every user whose account has been opened in the CRM is assigned a person he or she reports to.

My issue now is how do I get the team leader to be able to view data for people reporting to them plus their own? I do not want them to view data of anyone else

Regards,
Naheed.

2

Hi Naheed1979,

I am not 100% sure, but following steps might be useful.

You have to create a group for each team leader. This group should have - report to user to TL + TL - as members.

Create a role which allow only owner to see record. So team member can not see each other’s record.
Create a role for TL with group level access for modules.

Have a look at this link. Advice by Creator of Security Suite.

http://stackoverflow.com/questions/21478351/how-to-have-hierarchy-users-in-sugarcrm-community-edition

Thanks and Regards,
Alpesh Savaliya

3

Hi Naheed1979,

Have a look at blog -

http://www.simba-sys.com/security-suite-group-management-use-case-for-sugarcrm-ce-and-suitecrm-keep-records-access-only-to-assignee-of-record-but-allow-sales-managers-to-view-their-group-members-record/