Using SuiteCRM for PRM

SuiteCRM Forum - English Language SuiteCRM General Discussion
1

I will be letting Resellers and Agents use the same CRM system that we as the manufacturer use for Leads etc.

I can simply control access etc. using Roles and Security Groups, but when I create Users in Suite I would like a Resellers Tab in teh User Management view, or a simple way to seperate Resellers from Standard Users.

Has anyone here done this and if so how?

2

You can add a custom dropdown field from studio and add your list of users types. That way you can select the right one at the time of creating users.

If you are a programmer, you can add any kind of logic hook to process your record in the back end.

Thanks,

AlxGr