Control what your users can access and save time, money, and frustrations. Lock down sensitive data in SugarCRM or SuiteCRM to specific groups or teams. Supports unlimited assigned users, unlimited group assignments to records, custom layouts for each group, login/sudo capabilities and much more.
Custom Group Layouts
Create Layouts for Each Group
Using the built-in Studio you can add custom layouts for your different groups so that only they can see certain fields. Have fields that your sales team needs, but that you don't want your support team to see? Great for both optimizing the interface by removing unneeded fields and for hiding sensitive information.
Copy from an Existing Layout
Take any existing layout and copy it over to a group as a starting point. Once copied you can modify the layout to your exact needs.
Customize Every View
Tweak each view to show only the fields need for that group.
Available in all SecuritySuite plans.
Other add-ons of interest
SugarCRM Login Tracker
It is not what the software does, it is what the user does with the software that makes your CRM software successful in your business. Track sales and service productivity by seeing how often users of your SugarCRM or SuiteCRM system are logging in, and how often.