In Sugar 7.6, admin users can create customized record view layouts based on roles in Sidecar modules.

1. Sugar 7.6 and Role-Based Record
Views

2. New In Sugar 7.6
Sugar 7.6 includes a number of
feature enhancements. Key
enhancements include:
• Sugar Process Author
• D&B Build-a-List Bulk Imports
• Additional Schedulers
And last, but not least…
• Role-based Record Views

3. Role-Based Record Views In Sugar 7.6
• In Sugar 7.6, admin users can
create customized record
view layouts based on roles in
Sidecar modules.
• This allows admin users to
limit fields in the record view
to information that is only
relevant to a user’s role.

4. Role-Based Record Views In Sugar 7.6
To modify the record view of a
module based on roles, you will
need to:

5. Role-Based Record Views In Sugar 7.6
To modify the record view of a
module based on roles, you will
need to:
1. Navigate to the admin panel

6. Role-Based Record Views In Sugar 7.6
To modify the record view of a
module based on roles, you will
need to:
1. Navigate to the admin panel
2. Select Studio under Developer
Tools

7. Role-Based Record Views In Sugar 7.6
To modify the record view of a
module based on roles, you will
need to:
1. Navigate to the admin panel
2. Select Studio under Developer Tools
3. Select a module

8. Role-Based Record Views In Sugar 7.6
To modify the record view of a
module based on roles, you will
need to:
1. Navigate to the admin panel
2. Select Studio under Developer Tools
3. Select the module
4. Select Layouts

9. Role-Based Record Views In Sugar 7.6
To modify the record view of a
module based on roles, you will
need to:
1. Navigate to the admin panel
2. Select Studio under Developer Tools
3. Select the module
4. Select Layouts
5. Select Record View

10. Role-Based Record Views In Sugar 7.6
To modify the record view of a
module based on roles, you will
need to:
1. Navigate to the admin panel
2. Select Studio under Developer Tools
3. Select the module
4. Select Layouts
5. Select Record View
6. Lastly, Select a Role

11. Role-Based Record Views In Sugar 7.6
From here, you can alter the
record view with Sugar’s drag-
and-drop functionality:

12. For more information On Sugar 7.6,
visit AtcoreSystems.com
or
Contact Us at
sales@atcoresystems.com