Question

I m new to using SugarCRM. I want to have a users page that does the following:

Allow a user to create sub-users, and each sub-user can then create additional sub users
Display users in an expandable and collapse-able hierarchical tree structure
Add more attributes to each user
Any newly created user should be able to login to SugarCRM using sugar s existing authentication.

Does anyone know how to do this? Or if they can recommend tutorials/resources for me to study?

Answer 1

John, you will need a one to many relationship based on a custom module. One user can create a sub user.

So begin by defininig that module and relationship inside of SugarCRM studio. Once this is defined if you try to throw a subpanel on the Users module you will notice an add / delete / edit button, allowing you to add / delete sub users.

To add more attributes to your user you simply go into studio, select that module and add _c (custom fields) to the corresponding table. You can add custom text, int, long, float, varchar, etc fields.

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