SugarCRM: Employee and User
Creating a user and employee in SugarCRM is a task that only admin can do. The relationship between a user and employee is not bidirectional. According to SugarCRM documentation “Every User in the system has an attached Employee record. However, every Employee does not necessarily have a User record. Users that are not Administrators can view, search, and select employees from the list. They cannot edit or add employees.”
The right to create employees and users is granted to admin only. The difference between employee and user is that every user is the employee but employee is not the user. Also the group and portal users are not the employee. If admin creates a user then the employee record for that user is automatically created. The user can view the employee list through their login but cannot edit any of the employee record except their own.
When admin creates employee then it is visible to all the users but none of the user can edit the employee records. While creating the employee it is very important to relate that employee with any of the existing user in the system. In this way SugarCRM follows the reporting hierarchy in any of the organization.
