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SugarCRM Territory field

Posted on 2012-04-09
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Last Modified: 2016-03-18
HI Experts,
I am currently evaluating sugarCRM CE ( the free version) to see if it would work for us, so far it has all the features we need beside one very important feature. And I wanted to check with one of you if you would know how I could solve the issue, or maybe it's called differently on sugarcrm.

I have about 20 users each one has its own territory number (#1, #3, #4,...) ;Currently the manager of all can see everything from any territory and each user can only see their own territory number; few are capable of seeing 2 territories( their own #3 and #5 as an example).
how to acomplish that on sugarCRM CE? I see the list of security for the role, but I can't see where you specify a field to be associate to only one user or multiple user.
Any help would be greatly appreciate.
Thanks
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Question by:taverny
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Frosty555 earned 2000 total points
ID: 37826184
Access control and security is a bit scarce in the free edition of SugarCRM, but you get more fine-grained control in the Professional edition.

In the free edition, SugarCRM user accounts are assigned to one or more Roles. A role defines whether which modules a user has has access to or is explicitly denied access to.

A module in SugarCRM is comparable to a table - it is one particular kind of data object (e.g. Accounts, Contacts, Tasks, Notes, Cases, Leads, Opportunities etc.).

The roles assigned to a user defines access rights to the entire module. You get table-level access control, not record-level or field-level.

It sounds to me like what you are calling "Territories" is what the SugarCRM world calls "Teams", which is supposedly better implemented in the Professional version of SugarCRM, but I don't have much experience with that - I use the free version.

SugarCRM's sales team could help answer those technical questions, though.


Some reading material for you:

http://www.sugarcrm.com/feature/platform

There is also a SugarForge add-on module available for the free edition that implements some amount of record-based or team-based access control, but it isn't free and it is, of course, use-at-your-own-risk and not directly supported by the SugarCRM team:

http://www.sugarforge.org/projects/securitysuite/
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Author Comment

by:taverny
ID: 37829190
Thank you so much for your response, you did clarify a lot ,Team is exactly what I was looking for. you said that Team is better implemented in SugarCRM pro, but where it is located in the free one? I am planning on using SugarCRM CE .

you said you are using the free version , don't you use this feature for separating contacts from one user to another or are you using something else?
Thanks
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LVL 31

Expert Comment

by:Frosty555
ID: 37874381
Hi Taverny,

"Teams" are not available in the community edition of SugarCRM. It is only available in the Pro edition or better. They use it as a selling feature.

I was concerned about this initially but in my case my company is small enough that it doesn't hurt for me to allow everybody to see all records in the system.

In SugarCRM you can set the "Assigned User" for most records - accounts, contacts, cases etc. and the SugarCRM dashlets can filter and only show records related to the assigned user. This helps show users only the records that actually relate to them. However, this is not access control, it doesn't stop the sugar users from searching and viewing any record in the system if they want to.

I do have some custom modules I have created which let me define strict ACLs for specific sensitive information I keep on some of my accounts, but this information is stored in encrypted format completely outside of the SugarCRM database. It wouldn't be useful to you...

Sorry I can't be of much more help. You need to evaluate the Pro version of sugar and see if it is worth the expense.
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Author Comment

by:taverny
ID: 37915456
Thank you for your response , I downloaded and setup the security suite and that works pretty well. that will solve my question.
Thank you.
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