by eggsurplus

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.

Cancel at any time!
Free Trial

#1413 - department creation

Closed Feature created by FairTRADEX 4 years ago

hey.

i've created one department, and i need to create 2 departmets for 1 user.. how to do it please..

Samuel

  1. eggsurplus member avatar

    eggsurplus Provider Affiliate

    4 years ago

    Hi Samuel,

    I believe what you are wanting to do is to go to Admin->Security Groups Management and create a group for each of your departments. Then add the users as appropriate. Here is an example of a typical setup: https://www.sugaroutfitters.com/docs/securitysuite/example-of-a-typical-setup

    • FairTRADEX member avatar

      FairTRADEX

      4 years ago

      Hi, i did that, it works thank you, how do i see it in the system now, since when i try to endorse an account under the (where to report) i do manage to,but vcan't really see it. hope you udnerstand me.

      i basically need to have 2 groups
      1- support/retention.
      2- affiliates    

      both groups report to me.

      now i also need to manage they're access to the system, so that each other will only see what i actually allow them to ..

      thank you..
      Samuel

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      4 years ago

      Great! To manage their access, such as giving a contact or case to a support/retention team, all you would do is go to that contact or case and assign the support/retention team in the Security Groups panel. You can also automate this via one of the many inheritance options or default group options in Security Suite Settings on the Admin page, custom logic hooks, or using a workflow tool like Process Manager.

      For adding new users to the groups, changing permissions, etc you will need to have an admin user do that for your managers.

  2. eggsurplus member avatar

    eggsurplus Provider Affiliate

    4 years ago

    Hi Samuel, I'm hoping you were able to get this configured as you need it. I'm closing this for now, but feel free to reply here if you have any other questions.

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
Saving Comment Saving Comment...
Rating
Rating
  • "The features are exactly what is needed to turn a SugarCRM CE into a Teams based CRM."

    Read More Reviews

Keep up to date on the latest additions

We'll send you an email every month with handpicked add-ons, reviews, tricks and tips. Don't worry, we hate spam as much as you do.