Any SugarCRM Commercial Edition has a great feature for segmenting data, called Team Security.
In a nutshell, all non Administrator Users can only see SugarCRM records associated with at least one of the Teams they are part of.
…but what if in my organisation I do not want to limit who can see which records on the CRM system? Keep reading to find out the answer!
Not everybody knows that SugarCRM recently introduced the Visibility and ACL Layer that gives Partners and tech savvy End Users, a great granular control when customising record visibility and permissions.
Moving one step further, It also gives the possibility, if required, to remove completely the Team filtering functionality!
In SugarCRM 7 it is possible to override the TeamSecurity class by creating the file: custom/data/visibility/TeamSecurity.php
with the following content:
Then it is just a matter of running a “Quick Repair and Rebuild” and that’s it.
It is still possible to use Teams (for example for your Territory Management), but they won’t be used anymore to restrict the record visibility. If in the future there is a need for the Team Security functionality again, it is just a matter of removing the custom file and run a Quick Repair, and eventually fix up the data to obey the new requirements.
As a final note, last but not least, this small change is also a great and inexpensive way to improve your SugarCRM system performance (eg: loading ListViews and running Reports) as a normal user!
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