The users need to see all accounts but not have the ability to creating new records. Is there a setting I'm missing? It doesn't seem possible to do in roles.
In Role Management, you will want to create a new Role and set the "Edit" column to "None" for Accounts. You can refer to this document for assistance.
Hope this helps,
If we try to restrict create using Role Management so it will restrict both edit as well as create. So better is that we should restrict account creation throught override the CurrentUserAPI.
Thank you! I figured it was something simple I was overlooking.
Hello John Harr,
I hope you doing good.
I have override the CurrentUserApi.Follow the below steps.
1. /<projectname>/clients/base/api/CurrentUserApi.php To/<projectname>/custom/clients/base/api/CustomCurrentUserApi.php
2. Add below code in the file CustomCurrentUserApi.php
if(!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');
class CustomCurrentUserApi extends CurrentUserApi
public function registerApiRest()
public function retrieveCurrentUser($api, $args)
$result = parent::retrieveCurrentUser($api, $args);
$result['current_user']['acl']['Accounts']['create'] = 'no';
3. Do Quick Repair and Rebuild.
Hope it will help you.
Let me know if you need more help.
Great! This will be helpful for times that I have a customer needing to restrict Create but still allow users to Edit.
This functionality working fine for our one of existing customer.
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