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Sugar Enterprise 7.9 Administration Guide - SugarCRM Support Site

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Introduction (/Documentation/Sugar_Versions/7.9/Ent/Administration_Guide/Introduction/)

Sugar Enterprise 7.9 Administration Guide

Admin Wizard (/Documentation/Sugar_Versions/7.9/Ent/Administration_Guide/Admin_Wizard/)

This guide describes options that enable Sugar administrators to configure the application to meet Team Management their organization's requirements. (/Documentation/Sugar_Versions/7.9/Ent/Administration_Guide/Team_Management/) Role Management (/Documentation/Sugar_Versions/7.9/Ent/Administration_Guide/Role_Management/) Password Management (/Documentation/Sugar_Versions/7.9/Ent/Administration_Guide/Password_Management/)

Topics

User Management (/Documentation/Sugar_Versions/7.9/Ent/Administration_Guide/Users/) Sugar Connect Introduction Welcome to Sugar - a commercial, open source Customer Relationship (/Documentation/Sugar_Versions/7.9/Ent/Administration_Guide/Sugar_Connect/) (/Documentation/Sugar_Versions/7.9/Ent/Administration_Guide/Introduction/)

Management (CRM) application. Strong relationships are at the core of System every organization's success. Sugar brings ease and order to the (/Documentation/Sugar_Versions/7.9/Ent/Administration_Guide/System/) creation, development, and maintenance of your organization's important Email relationships. (/Documentation/Sugar_Versions/7.9/Ent/Administration_Guide/Email/)

Developer Tools (/Documentation/Sugar_Versions/7.9/Ent/Administration_Guide/Developer_Tools/) Admin Wizard Sugar offers administrators a wide range of configuration options to set up Products and Quotes (/Documentation/Sugar_Versions/7.9/Ent/Administration_Guide/Admin_Wizard/) their account. Upon your initial log into Sugar, you will go through (/Documentation/Sugar_Versions/7.9/Ent/Administration_Guide/Products_and_Quotes/)

configuring some basic settings (i.e. Your Information, Your Locale, etc.) Bug Tracker for your user profile. You may skip these steps and configure these (/Documentation/Sugar_Versions/7.9/Ent/Administration_Guide/Bug_Tracker/) settings in your user preferences at a later time. Once your user profile Forecast Configuration set up is complete, you will be able to navigate to a specific area of Sugar (/Documentation/Sugar_Versions/7.9/Ent/Administration_Guide/Forecast/) to perform various administrative functions (e.g. importing data, creating Opportunities Configuration users, configuring the application via Studio, etc.) as well.Please note that (/Documentation/Sugar_Versions/7.9/Ent/Administration_Guide/Opportunities/) system administrators can also set up each user's basic settings when Contract Types creating a user in Sugar. This documentation will cover the various (/Documentation/Sugar_Versions/7.9/Ent/Administration_Guide/Contract_Types/) options available when first accessing your Sugar account. Knowledge Base

Team Team Management is used in Sugar to define permissions and groupings Management for users. These permissions cover what records a user is and is not able (/Documentation/Sugar_Versions/7.9/Ent/Administration_Guide/Team_Management/) to access. Teams are used in conjunction with Roles to form a robust security model for non-admin users in Sugar. Users can use team settings on specific records to allow different users within Sugar the option to view these given records. Team settings can also be used as a form of organization, thereby separating records to be associated to specific teams for better tracking. Teams can be based on departments, geographic regions, or whatever else works best in a given organization.

Role Management Roles in Sugar® determine which users can access modules as well as (/Documentation/Sugar_Versions/7.9/Ent/Administration_Guide/Role_Management/) which operations the users are allowed to perform within those modules. When configuring role settings in Sugar, an administrator may choose to enforce restrictions for entire modules or for selected fields on the records in a module, as explained in the following sections. To fully leverage Sugar's security model, both permission types can be used together for a given role and should be considered in conjunction with the Team Management settings used by your organization.

Password Password Management is used to administer requirements and other Management policies about user passwords in Sugar. Sugar allows administrators to (/Documentation/Sugar_Versions/7.9/Ent/Administration_Guide/Password_Management/) set up system-generated passwords versus manually created passwords for new users, failed login lockout attempts, and configure the email templates used to send password information to users. Password management is not used to change user's passwords, which can be done via their User Profile.

User Management The User Management module provides administrators access to create, (/Documentation/Sugar_Versions/7.9/Ent/Administration_Guide/Users/) edit, activate, and deactivate the profiles of all the users in their Sugar instance. This module and underlying settings control each individual's login credentials as well as some personalized settings. During the installation process, Sugar creates one system administrator by default. The system administrator can log in and create additional users, in a variety of capacities, to be able to access Sugar and utilize all of the other CRM functionality. In combination with the role and team security, administrators can fully establish a profile for each user in Sugar.

Sugar Connect The Sugar Connect section of the Administration page allows you to (/Documentation/Sugar_Versions/7.9/Ent/Administration_Guide/Sugar_Connect/) connect to various SugarCRM online resources such as License Management, SugarCRM Support, Sugar Updates, and Online Documentation. Other than License Management and Sugar Updates, which are only accessible to users with administrator access, Sugar's Support page and online documentation can be accessed by all user's via their Sugar account or directly from the SugarCRM website. This documentation will cover how to manage your Sugar license, check for Sugar updates, as well as access Sugar's support and online documentation page.

System Sugar® comes with the ability to configure many different system settings (/Documentation/Sugar_Versions/7.9/Ent/Administration_Guide/System/) to personalize the way Sugar works. The System section is only available to administrative users and can be accessed via the Admin screen. The following sections are available options from the System section.

Email Sugar comes with many different abilities in regards to email and many of (/Documentation/Sugar_Versions/7.9/Ent/Administration_Guide/Email/) these abilities require an administrator to setup or configure them. Email administration includes email settings, campaign email settings, email archiving, inbound email, and the email queue.

Developer Tools The Developer Tools section of Sugar's Admin page contains various (/Documentation/Sugar_Versions/7.9/Ent/Administration_Guide/Developer_Tools/) configuration menus that help you customize your instance to best suit your organization's needs. Developer Tools allow you to edit the look, feel, and functionality of your instance, including adding fields, changing layouts, adding automated processes, and creating entirely new modules.

Bug Tracker In the Bugs module, there are two dropdown fields, "Found in Release" (/Documentation/Sugar_Versions/7.9/Ent/Administration_Guide/Bug_Tracker/) and "Fixed in Release", that cannot be edited though normal means. Although these are dropdown fields, they do not show a dropdown list option in Dropdown Editor to add, remove, and edit the dropdown options.

Forecast Sugar's Forecasts module incorporates revenue line item records to build Configuration forecasting worksheets and predict sales. Users can work towards sales (/Documentation/Sugar_Versions/7.9/Ent/Administration_Guide/Forecast/) quotas at the individual, team, and sales organization level. Before users may access the Forecasts module to begin building forecasting worksheets, a user with administrator access must configure the Forecasts module with the organization's desired Time Periods, Ranges, Scenarios, and Worksheet Columns.

Opportunities Sugar provides the option to track opportunities and build forecasts at two Configuration different levels of granularity. Admins can choose to use opportunities (/Documentation/Sugar_Versions/7.9/Ent/Administration_Guide/Opportunities/) alone or opportunities in combination with revenue line items.

Contract Types The Contract Types module in Admin > Contract Types enables you to (/Documentation/Sugar_Versions/7.9/Ent/Administration_Guide/Contract_Types/) create and manage contract types for the Contracts module. When a contract type is created, it will display in the Type dropdown list in the Contracts module for users to select. Please note that only users with administrator or developer access have the ability to modify what contract types are available and the order in which they appear in the Type dropdown list. This documentation will cover how to use the Contract Types module to create and manage the contract types available for users to choose when creating contract records in Sugar.

Knowledge Base Sugar's Knowledge Base module provides the ability to create, maintain, Administration and publish articles. Certain aspects of the Knowledge Base module are (/Documentation/Sugar_Versions/7.9/Ent/Administration_Guide/Knowledge_Base_Administration/) only available for administrators or users with developer-level role including the creation and editing of templates and knowledge base's Settings page. For more information on actions available to regular users such as creating and editing articles, please refer to the Knowledge Base documentation in the Application Guide. This documentation will cover information and actions specific to Knowledge Base administration. For instructions concerning views and actions which are common across most Sugar modules, such as creating, editing, and deleting templates, please refer to the Working With KB Templates section of this page.

Tag Management Tags are user-created keywords or phrases that can help users find, (/Documentation/Sugar_Versions/7.9/Ent/Administration_Guide/Tag_Management/) group, and classify large amounts of data by common attributes that may not be defined via basic database fields. Sugar® stores tags as individual records in the Tags module. Modules using the Sidecar user interface (e.g. Accounts, Contacts, etc.) contain a Tags field where users can create and share tags that can be used to identify records in filters, dashlets, and reports. For a list of sidecar modules, please refer to the User Interface documentation in the Application Guide.

Employee Sugar's Employees module consists of individual people within your Records organization. The Employees module allows you to see a list of all (/Documentation/Sugar_Versions/7.9/Ent/Administration_Guide/Employee_Records/) employees, their contact information, and their employment status in one convenient location. Employee records are typically created when a user record is created, but users with administrative access can also add nonuser employees. This means that, typically, all users will be listed as employees, but not all employees are necessarily Sugar users.

Advanced Sugar's Advanced Workflow (formerly known as Sugar Process Author) Workflow enables administrators to streamline common business processes by (/Documentation/Sugar_Versions/7.9/Ent/Administration_Guide/Advanced_Workflow/) managing approvals, sales processes, call triaging, and more. Advanced Workflow is an easy-to-use business process management (BPM) and workflow tool that adds advanced BPM functionality to Sugar.

Advanced Sugar comes with many different ways to configure your system to best Configuration meet your needs. Many configuration options are available throughout the Options application; though, some advanced options are not available through the (/Documentation/Sugar_Versions/7.9/Ent/Administration_Guide/Advanced_Configuration_Options/) interface, but can still be configured.

Last modified: 04/20/2017 06:46pm

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Sugar Enterprise 7.9 Administration Guide - SugarCRM Support Site

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