Defaut user team: global setting and mass update

Hi Damien Pochon 

On creating any record it will be automatically assigned to default teams of authenticated user. So it is pretty much a user configuration task. Disregarding the teams to whom the users are assigned to, you have to specify the default team for each one. This can be accomplished in the tab "Advanced" of the User profile as soon as you had configured which teams are assigned to him/her.

Regards

Hi André,

Thanks for your reply. I am indeed looking for a way to configure the default team for each user without having to edit them one by one

It depends on your skills.

There is no user friendly interface to do so.

The default teams assigned to a user is saved in the field "team_set_id" of own users table. So if you know the team_set_id to be configured on each user then you just need to write down a sql query, like:

UPDATE users SET team_set_id = 'foo' WHERE user_name = 'bar';

If the default teams of a user is defined by a single team then the team_set_id is the own team_id.

In another hand if you don't know the team_set_id but you know the teams to be set as default for each user then you would need to write down a php script which will identify the team_set_id given a set of teams and then update the table as well.

Regards

Hi André,

I feared the "no user friendly" solution... Admins are seldom allowed to do SQL queries, especially in Sufgar Cloud environments. 

Maybe an improvement to add to the backlog for SugarCRM's team? 

Cheers,

Damien

Hi André,

I feared the "no user friendly" solution... Admins are seldom allowed to do SQL queries, especially in Sufgar Cloud environments. 

Maybe an improvement to add to the backlog for SugarCRM's team? 

Cheers,

Damien

you can export the users and add the teamset in excel and import again

Bests

Björn

Hello Damian,

We did pretty much the same thing as you did last year. The best path was to implement some before_save logic hooks to automatically set the teams based on your criteria (ie assigned user teams). There is a pretty good guide here on how to do that: https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_7.9/Architecture/Teams/Manipulating_Tea… 

Once in place and working properly set up a background process to loop through and save the records in batches to initiate the updating of records. If there aren't too many records this could also be done via Mass Update.