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.

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#2334 - Only create Opportunity on Account assiged to user

Open General Question created by jreutter Verified Purchase 3 years ago

Is it possible to prevent a user from creating an opportunity with an Account assigned to another user? We would like users to be able to collaborate on certain modules (calls and notes) and be able to see basic information on all Accounts and Contacts, but only create (and see) opportunities on an Account which is assigned to their individual user ID.

  1. eggsurplus member avatar

    eggsurplus Provider Affiliate

    3 years ago

    Anything is possible within Sugar, but it would likely need to be customized to fit your needs. SecuritySuite won't be able to limit people from creating an opportunity for another account. It would be able to limit access to an account though. If you customize your workflow accordingly and only allow people to create opportunities from the account then you could make that happen.

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