I need to add a couple users to 20+ teams, is there a way to do this en masse? I don't see any mass update option other than changing Private y/n
I need to add a couple users to 20+ teams, is there a way to do this en masse? I don't see any mass update option other than changing Private y/n
Adding user to a team would take up to 15 sec for Admin - including team search, which is 300 sec for 20 teams and, correspondingly, 600 sec or 10 minutes of time to perform one-time work of adding a couple of users to 20 teams
IMHO that would hardly worth any automation efforts for the given metrics of the articulated task
Best Regards,
Dmytro Chupylka
integroscrm.com
We make work in Sugar CRM system faster, more convenient and efficient
Sorry Disagree - anything that speeds up user creation process and ensures more accurate security settings would be worth while.
That is a one-time operation - non-repetitive work, moreover - a service function, not a core process
So the question to Sugar subscribers:
what is your estimation - how much in EUR or USD yearly should cost a solution that speeds up the user creation process with configuring and automating that process, so that cost be worthwhile for cases like this?
Best Regards,
Dmytro Chupylka
integroscrm.com
We make work in Sugar CRM system faster, more convenient and efficient
Annie Kielian There's not a mass update option from the list view the way you're thinking for teams, but team and user functionality behaves somewhat differently than other standard modules and fields that allow this type of mass update. A few options are:
Depending on your exact use case, looking to add so many users to so many teams may instead give an opportunity to evaluate your Teams usage to make sure you need all of those. For instance, would changes to Roles help at all (this article, https://support.sugarcrm.com/Knowledge_Base/Users_Teams_Roles/Roles_vs_Teams/, may give some ideas)? Alternately, do you know about the implicit nature of team membership? If User B reports to User A, User A is a member of B's private team by the implicit relationship, so you would not need to mass update User A to give this access.
I hope this helps!
Alex Nassi
Digital CX Operations Director
SugarCRM