Hiding the Global Library (Shared Documents) by teams

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Every time a user exports a file from the Company Search page or from the Marketing Actions, it automatically saves the spreadsheet into the Global Library (where everybody can view it). There may therefore be a requirements to hide tabs.

The Global Library like most tabs can be controlled using the SQL statement field.

The Global Library is found on the My CRM menu which is actually the User tab group. This is a system menu so can be found at

Administration -> Advanced Customization -> System Menus

Edit the User tab group and find the entry for the Global Library (Shared Documents) which uses the internal action GlobalLibraryList

The SQL to restrict access to this tab to only people in certain teams can be expressed as

user_primarychannelid in (1,5)

or special clauses that use a form specific for Sage CRM can be used

C: 1,5 (this restricts access to members of Teams with IDs 1 or 5
U: 1,5 (this restricts access to users with user_userids of 1 or 5

Another example of hiding tabs is given is the article "Hiding a tab with code".