How to implement the Territory concept in SuiteCRM

Question

I use SuiteCRM and I created five users. How can I structure these users at hierarchical levels?

Sales Manager

• user1
• user2

Production manager

• user3

Sales Manager and Production Manager are also users.

Here, user1 and user2 should be under the control of Sales Manager, and user1 should not be displayed by user2, and user2 should not be displayed by user1.

user3 must be under the control of the Production manager.

In some cases, I want to use SuiteCRM to process multiple partitions of the same company. I also want to restrict access to partition data.

This whole concept is called "territory." I want to use "territory management" in my instance of SuiteCRM. Please tell us how to make a territory in SuiteCRM.

Answer 1

How about using assembly in SecurityGroups and ACLRoles? You can configure four groups.

• Sales Managers Group
• Sales Team User Group
• Group of production managers
• Production Manager User Group

With these and related settings, you can archive your target.