Different levels of access for reports

Question

We have some reports that are for management only and should only be seen by them.

I don't see a way to set permissions on any particular report.

Some reports should be editable by some users.

Some reports should be viewable by some users.

Only a couple of people could ever delete a report.

Is this possible in Sugar?

John Kitsmiller · Answer

Hi John, 
 I think what is needed is a combination of Roles and Teams to implement such restrictions. 
 In general with Roles you can define who can edit and delete reports for all records. Then you need to teams to limit certain reports to a subset of users. So for your usecase for example 
 Some reports should be editable by some users. 
 -> Assign a role with edit permissions to selected users. Split the reports into teams so each user can only see and edit the ones they have access to 
 Some reports should be viewable by some users. 
 -> Assign a role without edit permission and control which users can see it by assigning the report to a team that only those users are in 
 Only a couple of people could ever delete a report. 
 -> Remove the delete permission for the default role and only enable it for a few selected 
 
 Here an overview of Roles vs. Teams: 
 https://support.sugarcrm.com/Knowledge_Base/Users_Teams_Roles/Roles_vs_Teams/ 
 
 Let me know if that suits your usecase. 
 Thanks, 
 Dennis