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
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
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