SugarCRM：我如何允许特定用户仅查看他/她的潜在客户以及特定用户的潜在客户？

Question

我想设置权限，允许特定用户仅查看他/她的潜在客户和特定用户的潜在客户。例如，用户John只能查看他的潜在客户以及分配给Tom，Kate，Anne和Robert的线索。

我正在使用SugarCRM社区版。版本6.5.17。

Answer 1

What you need is a teams solution for SugarCRM Community Edition. This way you can put John, Tom, Kate, Anne, and Robert all on the same team. You likely want everyone but John to see only their own records so you would create a role with Owner permissions and assign that to the team. Then you would create a team role for John that grants permissions to see everything in John's team. SecuritySuite provides this exact functionality: https://www.sugaroutfitters.com/addons/securitysuite

Here is an example setup that is fairly typical of Community Edition installs with SecuritySuite: https://www.sugaroutfitters.com/docs/securitysuite/example-of-a-typical-setup