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User/Teams/Role access for regular users

Jacob Franciscus

Hello, I am trying to enable access of Users/Teams/Roles for a regular user type (non-admin). I have roles created, but it does not allow me to enable Users/Teams/Roles. I'm trying to isolate access for a Sales Supervisor role with Regular User permissions, to add/remove users from certain Teams. Is this possible?

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  • 0 Sugar Employee Badge

    Hi Jacob. I was able to achieve this by creating a role (e.g., "Sales Supervisor"), finding the Users/Teams/Roles row, and setting the Access Type column to either "Developer" or "Admin & Developer".

    If you want the sales supervisor to only be able to edit records for their teams (e.g., they couldn't create new teams or edit a team they weren't a part of), you would want to give them Developer access. If you want them to be able to access all records regardless of team membership (e.g., create new teams, edit teams they aren't part of, access the Admin > Team-Based Permissions section), you'd want to use Admin & Developer. You can learn more here.

    Note that when you give that role either of these access types, it also enables them to see some Developer Tools, such as Studio and Dropdown Editor. I don't see a way that you'd be able to give a role access to only Users/Teams/Roles without allowing this developer tool access. 

    I hope that helps! Let me know if that's not what you're looking for, though, and I'll see if I can suggest something else. 

    Lydia Manger

    Product Manager — Sugar Discover

  • 0 in reply to Lydia Manger

    Hi Lydia, thank you this certainly helped. I've isolated access by selecting Admin & Developer. However this allows the end-user to delete records also. Unfortunately the option to change deleting records in the Users/Teams/Roles line is disabled.

  • 0 Sugar Employee Badge in reply to Jacob Franciscus

    Hi Jacob. You're right that we currently do not allow you to configure the Delete (or anything other than the Access Type) column. I found issue 87129 is open to address giving more control over this set of modules. If you'd like to be added to the issue so you can get updates and show the team its importance, please work with Support and ask to be added. 

    Lydia Manger

    Product Manager — Sugar Discover

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