Sugar segregation of records assigned to distinct business units within the sugar

Question

If you need to separate Sugar into 3 business units, and the teams/users associated with each can only see certain records (e.g. accounts/contacts/opportunities etc.) associated to their respective business unit they belong to. Any ideas how this could be implemented/configured?

Thanks

Colette McGinley · Accepted Answer

Hi Collette,

It sounds like Sugar's Teams function will do exactly what you are looking for. This allows you to create Teams (groups of users) and assign which Team(s) can see which data. You'll also want to make sure you set each user's Default Team appropriately so that the data they create is automatically assigned to the correct Team/business unit.

Documentation on Teams is at http://support.sugarcrm.com/Documentation/Sugar_Versions/8.2/Pro/Administration_Guide/Team_Management/

I'd also suggest reviewing the documentation on the Default Teams field in Users (under Advanced tab) http://support.sugarcrm.com/Documentation/Sugar_Versions/8.2/Pro/Administration_Guide/Users/#User_Fields