Show Notes:

Many customers have asked “So, what’s team-based permission, again?” in Sugar and how does it work. This episode explores what team-based permission is and how you might want to use it to help your sales or support teams. We also give an overview of Teams and Roles in conjunction with team-based permissions, since they all work together to create Sugar’s robust access control to modules, fields, and records.

Understanding Team-based Permissions

Administration Guide – Setting Record-Level Permissions

Application Guide – Using Team-Based Permissions