SugarCRM - how to customize user management tools?

Question

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

1) allow a user to create sub-users, and each sub-user can then create additional sub users

2) display users in an expandable and collapse-able hierarchical tree structure.

3) add more attributes to each user

4) 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.