View records only in same team

Check your Roles.

It sounds like the Role of your test user may have an "Owner" setting on Contacts that prevents them from seeing records Owned by others, even if they are in the same Team.

See:

support.sugarcrm.com/.../

OK, I think I found my mistake.   I previously also tried the 'reports to' on the test-user record.. to see if impicit permission was where I needed to go.   I had left test-user as 'reports to' me...  Clearing the reports to field means test user can now see my test contact record.   I will test a bit more before updating all the relevant records, but I think it works now.

Thanks Francesca.
Luke.

Just wanted to add an update - maybe this will help others who hit a similar scenario.

During the Import (to update 28K contact records) while logged in as my test-user I could refresh the contacts module list view and see the visible USA team records increasing, all was well...   

I then had a break and let it finish.

When I came back to it my test user could not view any records at all!!   Not even my initial test one nor my test import of 5 more!   

I retraced many steps with no luck. 

Then I just tried removing the USA TEAM from the test-user and re-adding it - Bingo, all my 28K contact records from the import now with USA TEAM added are visible...

What on earth that happened for I have no idea and also wonder if that was a similar thing before I even raised this question...  but there you go.  I hope it helps you if you find this.

That does sound confusing... When you import the records do you do so as Bilbo or as you?

And do you explicitly set the TeamID and TeamSetID for those records?

I know it is odd... I was ready to throw in the towel to be honest! 

Importing as me, admin, in chrome on screen 1.
Testing on Edge as Test-User on screen 2.
Bilbo is just a test contact, which updated via a test .csv fine.  Then I did 5 real records fine.  Then watched the amount of visible records increasing when the real import was underway (the 28 thousand records).  Then as all looked well I left it to finish...   Came back to the test user on edge to see no contacts at all!   Very weird.   Nothing changed.  I was not even there.

Yes, I am setting the Team ID and Team Set ID explicitly to set Global team and USA TEAM (Primary)

I thought Bilbo was your test user, my mistake.

So your Test user is a "Regular" user with one Team: USA TEAM

You import the records as Admin with TeamID = that of USA TEAM

and TeamSetID = a team set that includes USA TEAM and Global.

Admin can see all the records (logical, they are not restricted by Team) but your Test user can see the records while they are being uploaded but NOT after the upload completes.

But, it can see all records if you remove the USA TEAM from the user's Teams and re-add it.

That sounds like something changes in the Team or Team Set after the upload is complete, and that confuses me.

Are you on site? Are you able to query to view how the Team Set on the Contact record maps to the Teams you have defined and verify that the USA TEAM id is in that Team Set? 

Perfect summary Francesca.  Note that now it is fine (after that removal and re-add of the USA TEAM)

Enterprise Cloud v11.0, soon to be 11.1

The records are all updated fine regarding the teams

I still have a process definition to create for when our automation user (used for API) creates a user, so until I get that done these contacts will not be set with the USA TEAM - which means I will have the opportunity soon to update some more records and will see how those behave after import.

I will update here if anything comes to light.
Thank you again for you thoughts and interest in this :-)

Are you using Team-Based Role Permissions?

https://support.sugarcrm.com/Knowledge_Base/Users_Teams_Roles/Understanding_Team-Based_Permissions/

I'm on Professional so I can't play with this but I was looking at the  example for

• Same Role, Different Teams

Here you see that

Rick is East team and

Philip is South team

They have the same Role settings for View: O&ST (owner and selected Teams)

The record example shows that neither owns the record.
East and South Teams are both on the record.

And it states: 

• Rick can view the account because his team is selected for extra access.
• Philip cannot view the account because his team is not selected for extra access.

What confuses me is what is "extra access" referring to? The fact that the East team is Primary? Or the little lock on the side of the star that is open on East but locked on South?

Could it be that your "USA TEAM" is locked on the Contact records?

Are you using Team-Based Role Permissions?

https://support.sugarcrm.com/Knowledge_Base/Users_Teams_Roles/Understanding_Team-Based_Permissions/

I'm on Professional so I can't play with this but I was looking at the  example for

• Same Role, Different Teams

Here you see that

Rick is East team and

Philip is South team

They have the same Role settings for View: O&ST (owner and selected Teams)

The record example shows that neither owns the record.
East and South Teams are both on the record.

And it states: 

• Rick can view the account because his team is selected for extra access.
• Philip cannot view the account because his team is not selected for extra access.

What confuses me is what is "extra access" referring to? The fact that the East team is Primary? Or the little lock on the side of the star that is open on East but locked on South?

Could it be that your "USA TEAM" is locked on the Contact records?

>>What confuses me is what is "extra access" referring to?

https://support.sugarcrm.com/Documentation/Sugar_Versions/11.1/Ent/Application_Guide/User_Interface/#Using_Team-Based_Permissions

"To grant extra access to a record for all members of a team who have role permission, click the lock button next to the team's name."

I think/hope this explains it better than I can:

https://support.sugarcrm.com/Knowledge_Base/Users_Teams_Roles/Understanding_Team-Based_Permissions/