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.

Free Trial

By clicking you consent to share your profile with the developer

#1060 - Allow users to assign tasks

Closed General Question created by kf7866 9 years ago

I want one account to assign tasks or projects or cases or invite for meetings without having to assign them to the account. For example, marketing account can't assign tasks to corporate group since marketing group is restricted to its own account. I don't want to assign marketing group to corp account but somehow allow marketing group to assign tasks to other groups which they are not part of. Also marketing group currently can't see list of other accounts or contacts since these users are not part of those other accounts. I just want them to be able to assign tasks to other accounts without being part of it. I hope I make sense lol.

  1. eggsurplus member avatar

    eggsurplus Provider Affiliate

    9 years ago

    Makes sense, but unfortunately this is a really unique case. You would have to customize SugarCRM to implement that logic. Sorry!

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
Saving Comment Saving Comment...
Rating
Rating
  • "Good product, but we need to support 'Quick Create' feature. and raised up this request to your page." - lcyang

    Read More Reviews