AnsweredAssumed Answered

Setting Up Multi-Level Security / Data Views

Question asked by Jeff C on May 23, 2015
Latest reply on May 29, 2015 by Rolustech Rolustech
One thing I was a little bit surprised about was there was no way to designate a user as a manager that is on a team and has the ability to manage the user accounts for that team.  

In the case of a business that has mutliple teams or locations and it doesn't want the locations to see each other's data, what's the best way of achieving that in Sugar?  It appears you can tie objects (cases, tasks) to a team, but can you make it so only that team can see their cases, tasks, etc. and not be able to change the team filter?

Outcomes