Sugar Con 2010 Users Teams Roles

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  • 1. ©2010 SugarCRM Inc. All rights reserved.
    Managing Users, Teams and Roles
    Daniel Reverri
    4/19/2010
    1
  • 2. Overview
    4/19/2010
    ©2010 SugarCRM Inc. All rights reserved.
    2
  • 3. 4/19/2010
    ©2010 SugarCRM Inc. All rights reserved.
    3
    Overview
    Users
    Default user, user types, settings
    Teams
    Basic unit of access, special teams
    Roles
    Fine grained control
  • 4. Users
    4/19/2010
    ©2010 SugarCRM Inc. All rights reserved.
    4
  • 5. 4/19/2010
    ©2010 SugarCRM Inc. All rights reserved.
    5
    Users
    Provide access to application
    User types
    System Administrator (full access)
    Regular (default user type)
    Group (group mailboxes)
    Portal API (Customer Self Service Portal)
  • 6. 4/19/2010
    ©2010 SugarCRM Inc. All rights reserved.
    6
    Admin user
    First user
    Full access (except Forecasts)
  • 7. 4/19/2010
    ©2010 SugarCRM Inc. All rights reserved.
    7
    User Settings (Admin Only)
    User type
    Regular, System Administrator
    Offline Client Status
    Enterprise only
    Reports to
    Layout Options
    Admin > Configure Tabs
    Teams
    Roles
  • 8. 4/19/2010
    ©2010 SugarCRM Inc. All rights reserved.
    8
    Reports to
    Manager added to users private team
    Opens up record access
    Establishes role up for Forecasting
  • 9. 4/19/2010
    ©2010 SugarCRM Inc. All rights reserved.
    9
    User Settings
    Notify on Assignment
    Default Teams
    Mail Merge
    System Settings also required
    Layout Options (if allowed)
    Email Address (receive system emails)
    The Rest
  • 10. Teams
    4/19/2010
    ©2010 SugarCRM Inc. All rights reserved.
    10
  • 11. 4/19/2010
    ©2010 SugarCRM Inc. All rights reserved.
    11
    Teams
    Basic unit of access
    Records pulled from database based on team membership
  • 12. 4/19/2010
    ©2010 SugarCRM Inc. All rights reserved.
    12
    Teams are buckets
    Records are placed in buckets
    Many buckets as of SugarCRM 5.5.0
    Users granted access to buckets
  • 13. 4/19/2010
    ©2010 SugarCRM Inc. All rights reserved.
    13
    Teams are buckets
    Jim
    Sally
    Contact A
    Contact B
    Account A
    Contact C
    Account B
    Account A
    Contact A
    Account C
    Account D
    Team 1
    Team 2
    Team 3
    Jim has access to
    Sally has access to
    Contact A, Contact B, Account A
    Contact C, Account B, Account A
    Contact C, Account B, Account A
    Contact A, Account C, Account D
  • 14. 4/19/2010
    ©2010 SugarCRM Inc. All rights reserved.
    14
    Special Teams
    Private Teams
    One per user
    Global Team
    Everyone is a member
    Don’t Delete!
    Not allowed to delete anymore
  • 15. Roles
    4/19/2010
    ©2010 SugarCRM Inc. All rights reserved.
    15
  • 16. 4/19/2010
    ©2010 SugarCRM Inc. All rights reserved.
    16
    Roles
    Fine grained access control
    Module level control
    Access, Access Type, Action
    Field level control
    Read/Write per field
    Applied when user logs in (stored in session)
    Users may belong to multiple Roles
    Roles are combined (most restrictive wins)
  • 17. 4/19/2010
    ©2010 SugarCRM Inc. All rights reserved.
    17
    Module: Access
    Enabled
    Disabled
  • 18. 4/19/2010
    ©2010 SugarCRM Inc. All rights reserved.
    18
    Module: Access Type
    Access must be Enabled
    Tab must be shown (Admin > Configure Tabs)
    Types
    Normal
    Admin (ignore teams)
    Developer (Studio)
    Admin & Developer
  • 19. 4/19/2010
    ©2010 SugarCRM Inc. All rights reserved.
    19
    Module: Access Type - Admin
    Access all records regardless of teams
    No admin page
    No workflows
  • 20. 4/19/2010
    ©2010 SugarCRM Inc. All rights reserved.
    20
    Module: Access Type - Developer
    Respect team memberships
    Admin page
    Releases tool for Bugs
    Time Periods for Forecasts
    Workflow Management
    Studio
    Dropdown Editor
  • 21. 4/19/2010
    ©2010 SugarCRM Inc. All rights reserved.
    21
    Module: Access Type – Admin & Developer
    All of the above
  • 22. 4/19/2010
    ©2010 SugarCRM Inc. All rights reserved.
    22
    Module: Actions
    Delete
    Edit
    Export
    Import
    List
    View
  • 23. 4/19/2010
    ©2010 SugarCRM Inc. All rights reserved.
    23
    Module: Action Options
    All
    Owner (records must be assigned to user)
    None
    Not Set
  • 24. 4/19/2010
    ©2010 SugarCRM Inc. All rights reserved.
    24
    Field Access
    Read/Write
    Read/Owner Write
    Read Only
    Owner Read/Owner Write
    None
  • 25. 4/19/2010
    ©2010 SugarCRM Inc. All rights reserved.
    25
    Combining Roles
    Normal
    Developer
    Admin
    Result = Normal
  • 26. Questions?
    4/19/2010
    ©2010 SugarCRM Inc. All rights reserved.
    26